EXECUTIVE SUMMARY

Established Allstate insurance agency generating $3.9M+ in earned premium with 28 years of proven operations at this location in Rocky Mount, NC. This data-rich opportunity demonstrates strong market positioning and operational efficiency metrics.

FINANCIAL PERFORMANCE INDICATORS
• Earned Premium: $3.9M+ annually with additional brokered book revenue
• Market Tenure: 50 years total operations, 28 years at current high-visibility location
• Customer Acquisition Efficiency: 50%+ business derived from referral sources, indicating low acquisition costs
• Revenue Diversification: Multi-line P&C portfolio with cross-sell opportunities in life and financial services
• Asking Price: $1,270,000 (subject to due diligence review)

OPERATIONAL METRICS
• Staffing Efficiency: 4-person team (3 licensed sales representatives, 1 CSR)
• Licensing Coverage: 100% P&C licensed sales staff, 67% dual-licensed (Life & Health)
• Facility Utilization: 1,994 sq ft owner-occupied building with expansion capacity
• Market Exclusivity: Sole Allstate representation in territory for 5 decades

COMPETITIVE ADVANTAGES
• High customer retention rates supported by community engagement strategy
• Established referral network generating majority of new business
• Experienced staff committed to ownership transition
• Prime location with excellent visibility on high-traffic corridor
• Scalable infrastructure with room for additional revenue streams

FINANCING STRUCTURE
• Bank financing available through local and national lenders
• Seller financing options with negotiable terms
• Owner-occupied real estate available at $2,850/monthly lease
• All furniture, fixtures, and equipment included in transaction

DUE DILIGENCE MATERIALS
• Detailed financial reports available under NDA
• Annual revenue documentation requires confidentiality agreement
• Location photos and additional metrics provided to qualified buyers

This analytically sound opportunity offers measurable growth potential in Nash County's expanding market with documented operational efficiencies and strong financial fundamentals.