SFV Allstate: Healthy Growth-Positioned Book

Los Angeles, CA
Los Angeles County

Asking Price: Annual Revenue:
$800,000 Not Disclosed

Services: Financial, Accounting, Insurance

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RE: SFV Allstate: Healthy Growth-Positioned Book Broker: Rick Carlson
License #: 01820673
Owner Financing is Available!
Available if the price and deal structure is right.

Quick Facts

Asking Price: $800,000
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: 2016
Employees: 2
BBN Listing #: 484227574
Broker Reference #: 895 Insurance

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Business Overview:

Confidential Information Memorandum (CIM) available upon receipt of our short online NDA.

This successful agency was built on the determination and hard work of the Seller who has spent a decade plus building relationships and helping protect what his clients value most.

Today, this consistent agency has 2,160 policies in force.
Historically, Allstate agency’s value has always been higher than independent agencies. The strong brand name and customer service commitment provides considerably higher retention rates for its agents. Referrals and cross-selling to the existing books of business are key revenue drivers.

NDA is required to secure comprehensive Confidential Information Memorandum (CIM) crafted by ProNova Partners.

To request more information regarding this listing, simply check the ADD TO REQUEST INFO BASKET button and when you are done searching and have made all your selections, simply click on the REQUEST INFO button at the bottom of the page.

Property Features and Assets:

Facilities: The office rent is $1,900 per month. The lease expires in July 2022.

Market Competition and Expansion:

Competition: Allstate corporate does a lot of advertising, leads primary marketing efforts, and provides marketing material to agencies. In so, it has developed a strong brand name that is associated with strong customer service and peace of mind. It also provides proprietary products not available on other Property and Casualty (P&C) policies that offer agents more sales opportunity. For instance, the new Milewise Auto Policy is available in California and only12 other states but not by any other major carrier. Growth & Expansion: Referrals from mortgage brokers and realtors and development of financial services and target Uber and Lyft drivers and people renting portions of their homes through Air B&B/VRBO as Allstate has specialized products through its expanded market partners for those customers that other carriers aren’t offering.

Reason for Selling:

Seller is looking to take his people skills to the

Additional Details:

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

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