FINANCIAL PERFORMANCE OVERVIEW
This established Allstate agency demonstrates strong market positioning with $5.2M in earned premium, generating substantial revenue streams through a diversified insurance portfolio. Operating continuously for 25 years with current ownership since 2005, the agency has built a stable foundation in Monroe County's insurance market.
KEY PERFORMANCE METRICS
- Earned Premium: $5,200,000 annually
- Market Tenure: 25 years of continuous operation
- Current Ownership Period: 20 years (since 2005)
- Operational Efficiency: 5-person team structure including owner
- Geographic Market: Brockport, NY (population catchment within 20 miles of Rochester)
OPERATIONAL INFRASTRUCTURE
- Staffing Model: 3 full-time licensed professionals plus owner and Exclusive Financial Specialist
- Physical Assets: 800 sq ft office space on Main Street with assumable lease at $800/month
- Location Advantage: Corner position in retail center on historic Main Street
- Market Access: SUNY Brockport proximity providing consistent customer pipeline
COMPETITIVE POSITIONING
- Preferred customer base focus (auto and home insurance)
- Established customer loyalty metrics evidenced by 25-year market presence
- Strategic location advantage in Erie Canal corridor community
- Experienced team retention supporting operational continuity
INVESTMENT STRUCTURE
- Asking Price: $1,220,000
- Financing Options: Bank financing available through local and national lenders
- Seller financing available with negotiable terms
GROWTH POTENTIAL INDICATORS
- Market expansion opportunity within Rochester metropolitan area
- Established infrastructure supporting scalable operations
- Experienced team in place reducing transition risk
- Owner transition assistance ensuring business continuity
DUE DILIGENCE DOCUMENTATION
Detailed financial reports and annual revenue breakdowns available under NDA to qualified buyers, supporting comprehensive financial analysis and investment decision-making.
Ad#:2421109
