Pat Reed Insurance INC

Based on public information · Profile not yet claimed

Independent agency

Offices: Beckley · West Virginia

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Pat Reed Insurance INC is an independent insurance agency licensed in Beckley, WV. Lines listed: Auto, Home, Business, Life, Boat, Flood Insurance. Founding or history: 1999. Public information is not yet enough for an Agency Match assessment. 16 publicly sourced facts with links.

How we determined the info on this profile

License record: taken from the state license roster.
Looking to Buy: not enough public facts for a score.
Open to Selling: not enough public facts for a score.
Mentorship & Peer Connections: not enough public facts for a score.
Business Partnerships: not enough public facts for a score.

Research

Detailed profile

Geography

1 documented offices

Ownership events

None documented

Ownership

Not confirmed

Agency Match assessments

Agency Match uses public information and a proprietary scoring model to identify possible business opportunities. Ratings indicate potential, not confirmed interest, unless explicitly noted.

Looking to Buy

Insufficient Evidence

Public signs the agency buys or absorbs other agencies: past acquisitions, growth by acquisition, added offices and the depth to integrate a book.

Why: Public history of 15+ years in business or in the industry

Public history of 15+ years in business or in the industry · 1999patreedinsurance.com

What this rating was based on (1 factor)

Based on public information. Points come from a fixed rubric. The score is a sum of points, not a probability. Confidence is shown separately and does not change the rating.

Public history of 15+ years in business or in the industry (supporting)+5 pts
- 1999patreedinsurance.com

Total: 5 points → Insufficient Evidence: a rating needs at least two facts including one core factor for this assessment.

Confidence (separate from the rating): not given without a rating · 1 facts from 1 website.

Not known publicly: Whether the agency is buying now and at what size; Financing and integration capacity.

Open to Selling

Acquisition Research Fit

Low · 5

Acquisition Research Fit is low. Formation year 1999 is on a verified record (27 years in operation). The rating stays Low because years in operation and size are a business profile, not a transition. This is not a statement that the agency wants to sell.

Formation year 1999 is on a verified record (27 years in operation). Verified · +5 ptspatreedinsurance.com

Confidence: low. Separate from the rating.

Not on file: Owner tenure is not established; No internal succession document; Confirmed sale interest is unknown.

Confirmed sale interest: Unknown

Mentorship & Peer Connections

Insufficient Evidence

Public signs of industry standing and willingness to share know-how: association leadership, teaching, memberships, recognition and tenure.

Why: Public history of 15+ years in business or in the industry

Public history of 15+ years in business or in the industry · 1999patreedinsurance.com

What this rating was based on (1 factor)

Based on public information. Points come from a fixed rubric. The score is a sum of points, not a probability. Confidence is shown separately and does not change the rating.

Public history of 15+ years in business or in the industry (supporting)+10 pts
- 1999patreedinsurance.com

Total: 10 points → Insufficient Evidence: a rating needs at least two facts including one core factor for this assessment.

Confidence (separate from the rating): not given without a rating · 1 facts from 1 website.

Not known publicly: Whether the principals want to mentor or be mentored.

Business Partnerships

Insufficient Evidence

Public signs the agency would complement others: niche specialties, referral or partner relationships, broad carrier access, both personal and commercial lines, and regional reach.

Why: Several documented lines of business

Several documented lines of business · Auto, Home, Business, Life, Boat, Flood Insurancepatreedinsurance.com

What this rating was based on (1 factor)

Based on public information. Points come from a fixed rubric. The score is a sum of points, not a probability. Confidence is shown separately and does not change the rating.

Several documented lines of business (supporting)+10 pts
- Auto, Home, Business, Life, Boat, Flood Insurancepatreedinsurance.com
- Auto, Home, Business, Life Insurancepatreedinsurance.com
- Auto, Home, Business, and Life Insurancepatreedinsurance.com

Total: 10 points → Insufficient Evidence: a rating needs at least two facts including one core factor for this assessment.

Confidence (separate from the rating): not given without a rating · 3 facts from 1 website.

Not known publicly: Which partnerships the agency would welcome; Carrier appointments not published online.

Record & channel

License recordPublicly sourced

West Virginia resident business-entity license #100112458 (NPN 8628838), licensed at Beckley, WV

sbs.naic.org

ChannelPublicly sourced

Independent agency

“Pat Reed Insurance is an independent, locally owned agency operated by Lisa Reed-Jeffrey.”

Pat Reed Insurance INC

Agency Match assessments

Looking to Buy

Open to Selling

Mentorship & Peer Connections

Business Partnerships

Record & channel

Locations & footprint

Highlights

People & affiliations

Names & entities

Facts from published sources (16 verified)