ESTABLISHED ALLSTATE AGENCY - NAPLES, FLORIDA

FINANCIAL PERFORMANCE METRICS:
• Total Earned Premium (EP): $16.5M annually
• Annual Revenue: $1.6M
• Revenue-to-Premium Ratio: 9.7%
• Asking Price: $3.6M (2.25x annual revenue multiple)
• Business Operations: 30 years established

PREMIUM PORTFOLIO BREAKDOWN:
• Allstate Preferred Auto/Property: $7M (42.4% of total EP)
• Brokered Property Portfolio: $9M (54.5% of total EP)
• Flood Insurance Premium: $700K (4.2% of total EP)
• Carrier Diversification: 10+ approved companies

OPERATIONAL EXCELLENCE INDICATORS:
• Auto Renewal Retention Rate: 90%
• Customer Satisfaction: Top-tier performance in market area
• Allstate Pro Level Achievement: 2025 qualification secured
• Compensation Optimization: Positioned for maximum Allstate bonus programs

MARKET POSITIONING:
• Location: Naples, Florida (Collier County)
• Market Classification: Southwest Florida high-growth corridor
• Geographic Advantage: One of fastest-growing regions nationally
• Demographic Profile: Premium market with strong insurance demand

OPERATIONS & TRANSITION:
• Licensed Staff: Experienced team included in transition
• Owner Support: Transition assistance provided
• Financing Options: Seller financing negotiable
• Operational Continuity: Established systems and processes

INVESTMENT HIGHLIGHTS:
• Diversified premium base across multiple product lines
• Strong retention metrics indicating customer loyalty
• Established carrier relationships with approved status
• Premium market location with continued growth potential
• Experienced workforce reducing transition risk
• Multiple revenue streams providing stability

This acquisition represents a turnkey insurance operation with demonstrated financial performance, strong market position, and scalable business model in a high-growth Florida market.