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Established Insurance Agency Available in Santa Fe, NM

Santa Fe, New Mexico Santa Fe County, NM

Financial Services

Established Insurance Agency Available in Santa Fe, NM

Asking price

$595,000

Cash flow (TTM)

Private

Released after NDA

Revenue (TTM)

$4M

Reported by seller

Inventory

Private

Released after NDA

EBITDA (TTM)

Private

Released after NDA

ScoutSights · Computed insights

The narrative

A look inside Established Insurance Agency Available in Santa Fe, NM.

This well-respected insurance agency, based in Santa Fe, New Mexico, is now on the market, boasting a business book with $4.2 million in recurring policy premiums. The sale includes a professional office space, trained staff, necessary office equipment, and a loyal customer base. No prior insurance experience is needed, and the seller may consider financing options for the buyer. The agency has significant potential to generate gross revenues ranging from $400k to over $625k in the upcoming year, supported by high commission incentives and annual bonuses. The agency must operate under the established nationwide brand and cannot merge with other insurance brands. The new owner is expected to be present at the office location and reside locally. The asking price encompasses all assets, and employees are likely to remain with the new owner. The office is well-located with free parking. The current owner will assist with the transition, and the local insurance market is expanding due to an influx of new residents. Comprehensive training and marketing support are included to help the new owner succeed.

The fine print

Detailed information.

IndustryFinancial Services
Employees3
Real estateLeased
Reason for sellingRetirement. Kindly ask the seller for more information.
LocationSanta Fe, New Mexico Santa Fe County, NM
Year establishedNot disclosed
Lease expirationNot disclosed
Monthly rentNot disclosed
FF&ENot disclosed
Growth & expansionNot disclosed
Support & trainingNot disclosed
Contact number

BizScout Score

How this listing scores against everything else on BizScout.

An at-a-glance read on listing quality. Higher means the deal is well-priced, the financials look healthy, and the data is well-documented. A low score often means the seller hasn’t shared enough data yet, not that the deal is bad.

BizScout Score
0 · Poor50 · Fair75 · Good100 · Excellent

Why this score?

Historical comps

How this asking price compares.

Compare this listing against same-industry asking prices in the BizScout listings database — peer percentiles, sector asking-price multiples, and the 18-month asking-price trend.

Recent comparable sales

Industry context

The industry this business sits in.

Size, momentum, structure, and where the risk concentrates.

Location & catchment

Santa Fe, New Mexico Santa Fe County, NM

Reference data sourced from Census ACS, Census County Business Patterns, and NOAA Climate Normals. Exact address shared after NDA.

Why this deal stands out

The case for this acquisition.

Scannable cards on owner involvement, asset transfer, revenue quality, and other deal-shaping signals pulled from this listing.

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View on BizScout

Asking price

$595,000

View on BizScout