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PAL Finance

Description

Founded in 2019, the owner of this independent insurance agency in South Carolina provides services to South Carolina, North Carolina, and Georgia. The agency offers a wide variety of insurance products covering Home, Auto, Commercial, Health, Commercial and life insurance. Current ownership has been able to grow the book of business substantially in less than three years and has built a strong foundation of loyal customers for continuous growth with a 70% retention rate

INVESTMENT HIGHLIGHTS:
  • $1,650,000 Book of business in less than three years 
  • Consistent growth with loyal customer base
GROWTH OPPORTUNITIES:

The Company has opportunities for quick growth as identified below:
  • Geographic Expansion: Pursuing untapped markets in nearby states such as Tennessee, Mississippi, Alabama, and Florida could be a quick way to expand the current client base and increase revenue.
  • Marketing Campaign: An extensive marketing campaign on major social media platforms could increase awareness of the company and complement current sales drivers.

Financial information

  • $321,000.00 Asking Price
  • $115,372.00 Cash Flow
  • $ 194,706.00 Gross Revenue
  • N/A FF & E
  • N/A Inventory
  • No Financing

Reason for sale

The Seller realizes the insurance industry is not for him and would like to pursue other ventures.

Facilities

Home based.

Detailed information

  • Home Based:

    Yes

  • Franchise:

    No

  • Distressed:

    No

  • Relocatable:

    Yes

  • Year Established:

    2019

  • Year Acquired:

    2019

  • Willing To Train:

    Seller is willing to train new owner for a smooth transition.

  • Real State Available:

    No

  • Is Property Leased:

    No

  • Real Estate Included:

    No

  • Is Management Staying:

    No

  • Days Open:

    N/A

  • Hours Open:

    N/A

  • Full Time Employees:

    1 owner operated

  • Part Time Employees:

    N/A

  • Building Size:

    Home Based

  • Listing Id:

    SA1598

Contact Us
Business location

South Carolina

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  (770) 936-9099 

 info@sunbeltatlanta.com

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