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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