Broad carrier access Sullivan Insurance & Financial claims access to over 42 insurance companies, indicating a strong distribution channel and cross-sell potential for multiple lines of coverage including auto, home, commercial, and specialty risks.

Small team, high reach With 2-10 employees and a comprehensive product suite, there is an opportunity to partner on scalable insurance and financial planning solutions that can be delivered efficiently by a lean team.

Financial services crossover The firm offers Financial Planning, Investments, and Retirement Planning in addition to traditional insurance, presenting upsell potential for asset protection products, wealth management services, and retirement solutions to existing clients.

Massachusetts focus Located in Haverhill, MA, concentrate outreach on regional market needs, including local auto, homeowners, and small business insurance opportunities and opportunities to collaborate with nearby independents or affinity groups.

Growth readiness Revenue range of 10M-25M suggests a growing practice with appetite for scalable partnerships, technology integrations, and optimized underwriting or CRM tools to support expansion and improved client retention.