How a Small Insurance Agency Sold for 27x EBITDA with Renewal Data episode artwork

EPISODE · Jun 23, 2026 · 9 MIN

How a Small Insurance Agency Sold for 27x EBITDA with Renewal Data

from The Buyer & Seller Podcast with Fexingo: Business Brokers, Exits, and Private Sales Explained · host Fexingo

Lucas and Luna dive into the surprising sale of a three-person insurance agency in Boise, Idaho, that fetched 27 times EBITDA. The secret? A decade of meticulously tracked policy renewal data that let acquirers predict future cash flows with near-certainty. They unpack how recurring revenue models differ in insurance versus SaaS, why renewal data can be worth more than the policies themselves, and what small business owners can learn about building an asset that commands a premium multiple. Along the way, they touch on the rise of insurtech acquirers and the growing appetite for predictable, data-rich businesses in private markets. #InsuranceAgencySale #RenewalData #EBITDAMultiple #RecurringRevenue #BusinessBrokers #SmallBusinessExit #Insurtech #DataValuation #Boise #Idaho #LucasAndLuna #FexingoBusiness #BusinessPodcast #PrivateSales #ExitPlanning #BusinessValuation #MergersAndAcquisitions #TheBuyerAndSellerPodcast Keep every episode free: buymeacoffee.com/fexingo

Lucas and Luna dive into the surprising sale of a three-person insurance agency in Boise, Idaho, that fetched 27 times EBITDA. The secret? A decade of meticulously tracked policy renewal data that let acquirers predict future cash flows with near-certainty. They unpack how recurring revenue models differ in insurance versus SaaS, why renewal data can be worth more than the policies themselves, and what small business owners can learn about building an asset that commands a premium multiple. Along the way, they touch on the rise of insurtech acquirers and the growing appetite for predictable, data-rich businesses in private markets. #InsuranceAgencySale #RenewalData #EBITDAMultiple #RecurringRevenue #BusinessBrokers #SmallBusinessExit #Insurtech #DataValuation #Boise #Idaho #LucasAndLuna #FexingoBusiness #BusinessPodcast #PrivateSales #ExitPlanning #BusinessValuation #MergersAndAcquisitions #TheBuyerAndSellerPodcast Keep every episode free: buymeacoffee.com/fexingo

NOW PLAYING

How a Small Insurance Agency Sold for 27x EBITDA with Renewal Data

0:00 9:04

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Frequently Asked Questions

How long is this episode of The Buyer & Seller Podcast with Fexingo: Business Brokers, Exits, and Private Sales Explained?

This episode is 9 minutes long.

When was this The Buyer & Seller Podcast with Fexingo: Business Brokers, Exits, and Private Sales Explained episode published?

This episode was published on June 23, 2026.

What is this episode about?

Lucas and Luna dive into the surprising sale of a three-person insurance agency in Boise, Idaho, that fetched 27 times EBITDA. The secret? A decade of meticulously tracked policy renewal data that let acquirers predict future cash flows with...

Can I download this The Buyer & Seller Podcast with Fexingo: Business Brokers, Exits, and Private Sales Explained episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.
URL copied to clipboard!