FIESTA INSURANCE & TAX SERVICE
FRANCHISE FOR SALE IN CARROLLTON, TEXAS
List Price: $96,000 USD
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Annual Gross Revenue:
$60,000 USD
Annual Net Profit:
Less Than $25,000
Value of Inventory:
$50,000 - $100,000
Value of Assets:
$50,000 - $100,000
Business Category:
Agent Or Broker
Business Operates From:
A Retail Location
Year Established:
2018
Seasonal Business:
No
1-3 Months
TRANSITION SUPPORT
Somewhat
PRICE/TERMS
FLEXIBILITY
Passive
OWNER INVOLVEMENT
SUMMARY
FULL SERVICE INSURANCE AGENCY/BROKERAGE WITH TAX SERVICE
FACTS
Part-Time Employees:
0
Full-Time Employees:
1-5
Total Employees:
Less Than 10
Timeframe for sale:
Flexible
Total Approx. Monthly Rent:
$2,000/month
Lease Expiration:
2-2023
DESCRIPTION
DAY-TO-DAY INVOLVEMENT
INVESTOR
FRANCHISE BRAND ACCOLADES AND AWARDS
CITY OF CARROLLTON - 2019 - TOP AWARD - INSURANCE CATEGORY - BEST OF AWARD
ASSET DESCRIPTION
ALL ASSETS AND FIXTURES INCLUDED - INCLUDING PROPRIETARY FRANCHISE ITEMS
INVENTORY DESCRIPTION
OFFICE AND TECH EQUIPMENT, FURNITURE FRONT OF HOUSE AND 4 WORK STATIONS, CUSTOM SUIT (MARKETING), SUPPLIES, SECURITY AND ALARM SURVEILLANCE SYSTEMS, DECOR AND DISPLAY ITEMS, FRIDGES X 5, SIGNAGE, ETC.
ADDITIONAL INFO
IN MARCH OF 2020 BUSINESS WILL BE 2 YEARS OLD AND WE HAVE RECEIVED A 96% RANKING IN THE ENTIRE FRANCHISE WHICH IS EITHER THE HIGHEST OR TOP 2 FOR OUR AGENCY IN THE 10 STATES IN WHICH THE FRANCHISE HAS AGENCY LOCATIONS. WE HAVE ALSO RECEIVED THE TOP AWARD FROM THE CITY OF CARROLLTON IN OUR INSURANCE CATEGORY. OUR CUSTOMER SERVICE HAS BEEN NOTED IN MANY SOCIAL MEDIA POSTS FROM OUR CLIENTELE.
BONUS MATERIAL
WHY I LOVE MY FRANCHISE
IT S SIMPLE AND SERVES MOST LINES OF INSURANCE (NO HEALTH/NO LIFE - BUT CAN BE INCLUDED THROUGH FRANCHISE CORP OFFICE) AND TAX SERVICE AS WELL. IN THIS INDUSTRY IT USUALLY TAKES 2-5 YEARS TO BECOME FULLY ESTABLISHED, OF WHICH WE ARE ABOUT TO REACH THE 2 YEAR MARK. WE HAVE NOT BEEN SHY TO KEEP PROPER LABO ON HAND AND TO THAT END OUR BOTTOM LINE HAS SUFFERED A BIT, ALTHOUGH THIS AS DONE FOR THE BETTER IMAGE AND SERVICE CAPABILITY OF OUR AGENCY.
REASON FOR SELLING
I HAVE ALREADY RELOCATED OUT OF STATE FOR TWO VENTURES, AND HAVE LEFT MY WIFE IN TEXAS TO LOOK AFTER THIS AGENCY. WE WOULD LIKE TO SELL SO THAT WE MAY BE REUNITED. THE AGENCY HAS VERY GOOD REPUTATION IN OUR COMMUNITY AND HAS BEEN OPERATED TO THE BEST CUSTOMER SERVICE ABILITY THAT IS POSSIBLE, AND AS YOU KNOW BY NOW, WE HAVE RECEIVED THE RECOGNITION FOR SAID TOP PERFORMANCE FROM OUR CLIENTS AND COMMUNITY.
GROWTH OPPORTUNITIES
YOU CAN ADD HEALTH AND LIFE TO THE ALREADY NUMEROUS POLICIES THAT WE OFFER. KEEP UP MORE ON THE MARKETING END SUCH AS WEEKLY VISITS TO CAR DEALERSHIPS (IN THE PAST YEAR AN AREA CLOSE TO OUR AGENCY HAS BEEN REDEVELOPED AND HAS STARTED TO FILL UP WITH CAR DEALERS NOT MORE THAN 10 MIN FROM THE OFFICE) AND TO WORK THE AGENCY AS AN OWNER OPERATOR WHICH WILL MAKE A DIFFERENCE IN THE DAY-TO-DAY BOTTOM LINE.
Some
SELLER FINANCING AVAILABLE
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