Rare Independent P&C Insurance Agency - In Naples

NOT DISCLOSED, Florida

Asking Price $1,800,000 Year Established 2014
Annual Revenue $452,000 Reason for Selling Retirement  
Annual P/L $0 Attention David Ballou
Annual Cash Flow $287,563 Listing Number 1015801  
# of Employees 3 Business Category Services: Financial, Accounting, Insurance

Business Overview:

This is a very rare opportunity to own a fully operable P&C Insurance Agency located in one of the most desirable Florida markets, Naples. This agency has been in business for almost 14 years and is well known in the community. Mix of business is approximately 50% Homeowner, 35% Auto and 15% Commercial. The agency has all the major carrier appointments, including two for Progressive. Both partners are willing to stay on post-closing to continue to refer business and bring in new customers. The business needs an experienced operator who can bring a strong back-office presence. Beautiful office located just off of 5th Ave in downtown Naples’s walking distance to the Marina. Over $450,000 in commissions in 2025 and steady growth is expected in 20206. This not just a “buy the book” opportunity. Business will continue to come in post-closing, presenting a great opportunity to (1) Buy a high value existing book (2) Continue to grow the business with the Owner’s willingness and assistance post-closing.

For more information on this business for sale contact listing agent David Ballou and refer to listing #7301248012.

Property Features and Assets:

<p>Lease/Month: $2,500 </p><p>Square Footage: 1,000 </p><p>Building Type: Stand Alone<br></p><p>Terms & Options: Easy to extend or assign </p><p>Expiration Date: 8/31/2028<br></p>

Market Competition and Expansion:

<p>Miles: 100 </p><p> Years: 3<br></p>

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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