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  • RE:  $6.7M Allstate Agency In Naples, FL (H)
  • Contact:  Energia Consulting Partners LLC

Quick Facts

Asking Price: $1,994,000
Annual Revenue: Not Disclosed
Net Profit: Not Disclosed
Cash Flow: Not Disclosed
Total Debt: Not Disclosed
FF&E: Not Disclosed
Real Estate: Not Disclosed
Year Established: 23
Employees: 5
BBN Listing #: 349964106
Broker Reference #: 111622H

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Business Overview:

For sale is a well-established 23-year agency in beautiful Naples, FL; only minutes from the beach. It is well-managed with seasoned staff to transition to a new owner. It has almost $7 million in total premium that consists of a preferred auto/homeowner customer base with an excellent opportunity for growth in gross sales as well as life/financial services. The agency has a low loss ratio and customer loyalty has created excellent retention in the book. This is a wonderful opportunity to acquire an established turnkey operation with excellent cash flow. This won't last long on the market.

The asking price is $1,994,000. An NDA is required. The earned premium is $6,700,000 including brokered book. Local and national lenders are available upon request. For seller financing, if necessary, terms are negotiable. Satisfactory collateral is required.

A 1,580 sq ft. location is available, near a large real estate office, bank, Publix, restaurants, hair salon, veterinarian, and dry cleaner. They have excellent signage and visibility. There are 7 workstations with computers. They have a 3-year lease, which renews in July 2025. Rent is $2,435/month. All F&E to convey. Confidential until NDA signed. (H)

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Property Features and Assets:

1,580 sqft, near large Real Estate Office, Bank, Publix, Restaurants, Hair Salon, Veterinarian, Dry Cleaner; excellent signage and visibility. 7 work stations with computers.

Market Competition and Expansion:

Rent/Lease Terms: 3 yr lease, renews July 2025 Rent/Lease Rate: $2,435/month F&E Available: All F&E to convey Years In Business: 23 years in business, recently moved to this location Location Photos: Available upon request Current Agency Staffing: 2 sales, 3 customer service; all are licensed, 1 is life-licensed; all will transition.

Additional Details:

  • The property is Leased.
  • The owner is willing to train/assist the new owner.
  • This is not homebased business opportunity.
  • This is not a franchise resale opportunity

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