Independent Risk Management Consulting Firm – Est. 1895

Insurance and risk management consulting for sale in Milwaukee Metro

Asking price

$590,000

Revenue

$378,118

Cash flow

$254,947

About this business

This long-standing risk management consulting firm has built its reputation over more than a century by offering unbiased insurance guidance to organizations across the Midwest and beyond. Established in the late 19th century, the business has remained committed to a single principle: serving clients without selling insurance products or collecting commissions.

The company operates independently of insurance agents, brokers, and carriers, ensuring that all advice is impartial and aligned solely with client needs. Services include detailed policy reviews, risk exposure analysis, contract liability assessments, and recommendations tailored to each client’s risk tolerance. This firm functions as a true advocate for its clients, many of whom have worked with the company for over 25 years.

The business is owner-operated with one part-time assistant and maintains a flexible, low-overhead model. Nearly all client acquisition stems from referrals and website inquiries, with minimal active marketing. As only an estimated 3% of organizations use an independent risk consultant, there is significant untapped growth potential through modern marketing and business development efforts.

The owner is looking to retire by the end of 2026 and is prepared to remain involved for up to a year post-sale to ensure a seamless transition for the firm’s loyal client base. The leased office is not expected to transfer with the sale, providing a relocation opportunity for buyers.