LOCATION
Company: Allstate
City/State: Bend, OR
County: Deschutes
Zip Code: 97701
Location Available: 1691 sq ft office. Joint office building in an upscale professional area. Consists of CPA firm, Orthodontist, Mental Health Counselor, and Chiropractor. Nearby businesses include a Costco, Safeway grocery store, fast food chains/several restaurants, and a Wells Fargo Bank.
Rent/Lease Terms: 3-year lease started May 2023. Option to renew for another 3 years.
Rent/Lease Rate: $3,534.19 per month
F&E Available: Furniture and Equipment to convey
Years In Business: Approaching 1 year at this location. Almost 11 years in total.
Location Photos: Available upon Request
Current Agency Staffing: -3 fully licensed -2 work in office -1 works remote
Asking Price: $899,000
Annual New/Renewal Revenues: Available upon request with Signed NDA.
Earned Premium: $3.4M including brokered book.
Bank Financing Available: Local and national lender referrals available on request
Seller Financing Available: If necessary, terms negotiable. Satisfactory collateral required
Detailed Financial Reports: Confidential until NDA received
Well-managed turnkey Allstate agency located in the dynamic city of Bend, Oregon. This
agency has approximately $3.4 Million including brokered book Million in earned premium with excellent opportunity for growth in cross sales as well as life/financial services. There is an extremely low loss ratio and customer loyalty has created excellent retention in the book. The current owner is available to assist with transition and guidance. Bend, Oregon has a lot of building projects going on which means more households/more growth. The agency is also paperless, the furniture is new, and the technology is up to date. This is an exciting opportunity in a thriving area and will not last long!
For More Information Please Contact:
Energia Consultant Partners, LLC
[email protected]
