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
What this episode covers
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
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How a Small Insurance Agency Sold for 27x EBITDA with Renewal Data
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