NAPLES, Florida
| Asking Price |
$1,994,000 |
Year Established |
23 |
|
| Annual Revenue |
|
Reason for Selling |
|
|
| Annual P/L |
|
Attention |
Energia Consulting Partners LLC |
|
| Annual Cash Flow |
|
Listing Number |
593672 |
|
| # of Employees |
5 |
Business Category |
Services: Financial, Accounting, Insurance |
|
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)
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