Established Allstate Agency in Lake Mary Area

Lake Mary, FL

Financial Services

Established Allstate Agency in Lake Mary Area

Asking price

$699,000

Cash flow (TTM)

Private

Released after NDA

Revenue (TTM)

$448K

Reported by seller

Inventory

Private

Released after NDA

EBITDA (TTM)

Private

Released after NDA

ScoutSights · Computed insights

The narrative

A look inside Established Allstate Agency in Lake Mary Area.

This well-established Allstate agency in the Lake Mary corridor of Central Florida boasts a long-term ownership and operates at an AAP Pro level. The agency has a total premium of $4,855,414, which includes $2,743,949 from Allstate and $2,111,465 from brokered premiums, primarily with Ivantage. There are 1,969 policies in force, comprising 1,063 Allstate and 906 brokered policies. The agency maintains a strong performance with an 81% retention rate for P&C. A licensed and experienced staff is available to remain for the new owner, and there are growth opportunities through realtor partnerships and customer referrals. The office lease offers flexibility with renewal options, and the seller is open to providing a seller's note and consulting during the transition.

The fine print

Detailed information.

IndustryFinancial Services
Real estateLeased
LocationLake Mary, Florida
Year establishedNot disclosed
Lease expirationNot disclosed
Monthly rentNot disclosed
FF&ENot disclosed
Growth & expansionNot disclosed
Support & trainingNot disclosed

BizScout Score

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An at-a-glance read on listing quality. Higher means the deal is well-priced, the financials look healthy, and the data is well-documented. A low score often means the seller hasn’t shared enough data yet, not that the deal is bad.

BizScout Score
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Why this score?

Historical comps

How this asking price compares.

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Recent comparable sales

Industry context

The industry this business sits in.

Size, momentum, structure, and where the risk concentrates.

Location & catchment

Lake Mary, Florida

Reference data sourced from Census ACS, Census County Business Patterns, and NOAA Climate Normals. Exact address shared after NDA.

Why this deal stands out

The case for this acquisition.

Scannable cards on owner involvement, asset transfer, revenue quality, and other deal-shaping signals pulled from this listing.

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Asking price

$699,000

View on BizScout