Family-owned stability Litaker Insurance is a long-standing family-owned agency operating since 1933 and managed by the third generation, signaling trust, continuity, and a personal touch that can be leveraged to upsell comprehensive personal and business coverage to existing clients seeking reliable, long-term partners.

Regional focus Based in Charlotte and servicing the Charlotte metro area and parts of North and South Carolina, there is a clear opportunity to expand cross-sell with nearby SMBs and high-value households within the footprint that prefer localized, consultative insurance partners.

Independent broker As an independent agency representing multiple carriers, Litaker can position a broad, tailored solution for mid-market and niche commercial risks, offering a compelling pitch to businesses exploring competitive quotes and robust claim support.

Growth potential With a revenue range of 50–100 million and a mid-sized employee base, there is capacity for strategic account development, cross-sell of commercial lines (property, casualty, workers’ comp) and enhanced risk management services to existing commercial clients.

Digital and data readiness Litaker utilizes modern tech like Google Analytics, Tag Manager, and Google Maps, which can be paired with data-driven outreach and targeted digital campaigns to identify prospective customers, improve lead quality, and optimize cross-sell messaging across personal and business lines.