$6.7M Allstate Agency in Naples, FL

Well-established 23 yr agency in beautiful Naples, FL; only minutes from the beach. Well-managed,
seasoned staff to transition to new owner. Almost $7 Million in total premium that consists of a preferred
auto/homeowner customer base with excellent opportunity for growth in cross 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.


Location Available: 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.
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

Asking Price: $1,994,000
Annual New/Renewal Revenues: NDA required
Earned Premium: $6,700,000 including brokered book
Bank Financing Available: Local and National Lenders available upon request
Seller Financing Available: If necessary, terms negotiable. Satisfactory collateral required
Detailed Financial Reports: NDA required