Baldwin County, AL Financial Services Businesses For Sale

Allstate Agency for Sale, Fairhope Alabama
$525,000Seller Financing
Allstate Agency for Sale, Fairhope Alabama

Fairhope, AL

Established 17-year agency is located in the desirable Fairhope Alabama market area. This $2M earned premium agency consist of a preferred auto/homeowner Allstate and Brokered customer base with excellent opportunity for growth in cross sales as well as life/financial services. Good potential to increase revenues through new & renewal commissions as well as performance bonus based on growth, retention, etc. Experienced, licensed staff are open to transition with the sale while the current owner is open to a short term consulting relationship if desired. Current Agency Staffing: Two P&C licensed professionals. One administrative assistant and receptionist. Part time receptionist works from 7am-2:30 pm. She is the face of the Agency when customers come in and they love her! She is very knowledgeable about all of our companies and is great with the systems and administrative issues. Full time Office Manager/Sales Agent, licensed in P&C and Life. She has been in insurance for 5 years and served as the Regional Allstate Life Sales Agent under the local Exclusive Financial Specialist servicing all of Baldwin County. In January of 2017 she transitioned to the Agency staff position full time. She is the Agency’s face in the community, at Chamber functions, with realtors and all other community events. She is well versed in the Allstate systems as it relates to customer on boarding and service after the sale.

Gulf Shores / Baldwin County, Alabama CPA Practice for Sale
$250,000
Gulf Shores / Baldwin County, Alabama CPA Practice for Sale

Gulf Shores, AL

• Located in the desirable Alabama Gulf Coast area of Baldwin County • This practice primarily focuses on accounting and tax preparation for businesses and individuals • 2017 gross revenues were $249,000 • 2017 cash flow was above average at 57% of gross revenue • The practice derives more than half its revenue from business clientele, offering year-round income from monthly accounting clients with a nice bump-up during tax season • The owner is flexible regarding transition assistance and is open to working part-time for Buyer if desired, which should facilitate client retention


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