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Finance & Insurance

Ready-to-Scale: PRO Achievement Allstate Agency

Burlington, VT, USA
Listed 248 days ago

This established Allstate agency represents a data-driven opportunity with proven operational metrics and a high-retention customer base. As a PRO achievement level agency, the business has consistently exceeded benchmarks for customer retention, premium growth, and profitability. Core Performance Metrics: Total Premium: $3.1M+ with active growth Policies in Force (PIF): 2,447 Retention: 84.49% Net Retention and 90.65% Retention for households with 5+ years of tenure. Risk Profile: Consistently low loss ratios across all major product lines, indicating disciplined risk assessment and quality customer selection. Operational Assets & Continuity Licensed Workforce: Two experienced staff members with active Property & Casualty licenses are in place, ensuring operational continuity and reducing immediate training requirements. Turnkey Infrastructure: The sale includes a complete furniture and equipment package and favorable lease terms with flexibility for future scaling. Ownership Transition: The seller will provide transition assistance to facilitate the transfer of operational knowledge and client relationships. Acquisition Feasibility: Some seller financing may be considered to qualified buyers in order to support cash flow management. Market Position Situated in Burlington (Chittenden County), the agency maintains an established presence in a desirable market. This is a fully functional operation with documented financial history and a structured support system designed for a professional ownership transfer. 2025 Gross Revenue: $281,672

Buyer Fee?

No

Franchise?

No

Real Estate?

No

Relocatable?

Yes

Principals Only?

Yes

Willing To Co-broke?

No

Management Will Stay?

Yes

Represented By Broker?

Yes

Financials

Asking Price
$598K
RevenueMost Recent Year
Undisclosed
EarningsLast Reported
Undisclosed
Assets Value
Undisclosed
Seller Financing
Subject to Negotiation

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