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Insurance Agency For Sale - Portland, Oregon

Portland, OR

Financial Services

Insurance Agency For Sale - Portland, Oregon

Asking price

$565,000

Cash flow (TTM)

Private

Released after NDA

Revenue (TTM)

$345K

Reported by seller

Inventory

Private

Released after NDA

EBITDA (TTM)

Private

Released after NDA

ScoutSights · Computed insights

The narrative

A look inside Insurance Agency For Sale - Portland, Oregon.

"Established and highly regarded as one of the top nationwide insurance firms, this Portland, Oregon based insurance agency with a business book of $3.2 million in recurring policy premium renewals is currently for sale. Includes a professional office location, fully trained staff, office equipment, office furniture, computers, office supplies, Marketing materials, company signage and a very significant and loyal (high retention rate) customer base. Excellent training and licensing program. No insurance experience necessary. Seller may be willing to offer financing to the incoming buyer. With the current high commission incentives paid on new business policies and the lucrative annual bonus opportunities, this office has the potential to generate substantial increases in Gross Revenues for the owner over the next 12 months. Property Features and Assets: Asking price includes all assets such as office equipment, office computers, office furniture, office supplies, Marketing materials, company signage and more. Employees will stay on with the new incoming owner. Nice professional looking office location with free parking. Current owner will assist with the transition and the existing office lease is transferable to the new owner. Existing staff will remain with the business. Market Competition and Expansion: The Portland, Oregon / Vancouver, WA Metro area business sector continues to grow with the influx of families and businesses from neighboring States. The city acts as a hub for Corporate Headquarters, financial services, technology, recreation, Sporting Goods, and Healthcare facilities. Growth in the insurance sector is virtually guaranteed with new residents requiring insurance for life, homes, health, cars, boats, rentals and vacation dwellings. A full training program with continuous best practices support is included. Extensive nationwide Marketing programs with TV, radio and internet advertising continuously drive new customer opportunities to your agency. Engage now so you will have the opportunity to acquire your own agency and a long-term career you can build upon.. Agents do own their book of business and have the option to sell that book of business when they plan to exit the agency. Profit and cash-flow figures are confidential but an NDA document will be sent to you after the initial conversation of interest in acquiring the agency. Reason for Selling: Career path change. Kindly ask the seller for more information. Additional Details: The property is Leased. The owner is willing to train/assist the new owner. This is not homebased business opportunity. This is not a franchise resale opportunity"

The fine print

Detailed information.

IndustryFinancial Services
Employees3
Real estateLeased
Reason for sellingCareer path change. Kindly ask the seller for more information.
LocationPortland, OR
Year established2018
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

Portland, OR

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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Asking price

$565,000

View on BizScout