Financial Services
Naples, FL
Financial summary
Comparable pricing
Limited comparables for this listing. No reliable benchmark yet.
Methodology refines over time.
SBA financeability
Businesses in finance & insurance are commonly SBA-financed. The figures below are the industry-category norm from SBA 7(a)/504 lending, a gauge of how financeable a deal like this tends to be.
Finance & Insurance benchmarks
Typical SBA leverage
72%
Industry charge-off
1.1%
Common term
10 yr
Median loan
$239,300
Active lenders in this category: Live Oak Banking Company, The Huntington National Bank, U.S. Bank, National Association.
Based on 6,841 SBA loans · source: SBA 7(a)/504 FOIA, as of 2026Q1 · industry-category level.
Detailed information
Linked page lives on the broker site, not on OpenAcquisitions.
Key points
Business description
This is a great opportunity to own a profitable agency in one of the most desirable areas in the country - Naples, FL This $5.1 million turn-key agency is comprised of appx. $2.6 million Allstate premium, $2.4 million Brokered Property premium, and $135K Flood premium and has very good cash flow. The area has very attractive demographics and is well-positioned for continued growth in population. The current book of business has an excellent policy retention ratio of appx. 91% and very good profitability results (39% loss ratio). The agency is ranked in the top 85 Allstate agencies in 2021 and has achieved the 'Elite' Agency Achievement level which positions the agency very well to leverage compensation/incentive programs. The agency is staffed with 2 licensed staff members. This is a rare opportunity in one of the most highly desirable communities to live in the country.
See something off?
