ATTENTION: INSURANCE AGENCY OWNERS

Thinking About Selling

Your Insurance Agency

Our clients typically obtain offers 30%+ higher

than previous offers they have received.

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Don't Go At It Alone...We Can Help You

It's All In The Relationship

Some of Our Recent Success Stories

  • Sell your agency to stay in the game and accelerate growth

  • Selling your agency doesn't mean it has to be the end of the road. This agency owner wanted to find a partner that would help accelerate her Agency's growth.

  • Sell your Agency to gain freedom and flexibility in your life.

  • Selling your agency can give you the opportunity to explore new challenges beyond the insurance industry, no matter what your age is

  • Sell your agency today, to de-risk in the future

  • Selling your agency 3-5 years before retirement can help maximize the value you receive for your business. By taking action now, you can ensure a comfortable future for yourself and your loved ones.

  • Sell your agency to stay in the game and gain more resources

  • As an agency owner you wear many hats, from HR rep to accountant and everything in between. A partnership with the right buyer can help remove some of those tasks from your plate allowing you to focus on what you do best.

FAQs

What makes your team different?

Our team is comprised of former agency owners and private equity experts, giving us a distinctive perspective and wealth of experience to share with our clients. We provide financial expertise, a thorough understanding of buyer strategies, and comprehensive knowledge of operating, scaling, and successfully exiting an insurance agency.

Why do most of Agency Owners decide to work with you?

Selling your business is complex. Our clients work with us because they want to feel confident in their decisions along the way. Our goal is to make sure you choose the ideal buyer, achieve the maximum sales price, and negotiate the best deal structure based on your personal goals.

What is your strategy for finding qualified buyers for my business?

We have a network of over 60 prospective buyers, including everything from specialized local agencies to the nation's largest private equity-backed firms. Based on your unique goals, we connect you with buyers who can provide the best financial offer and a seamless, culturally aligned transition for your agency.

How long does it typically take for you to sell an agency?

The entire process, from our initial conversation to a successful close, typically takes about 6 months. While various factors can influence this timeline, most deals are completed within a 4-8 month window. Learn more about our streamlined 5-step process below.

Why do most of Agency Owners decide to work with you?

Selling your business is complex. Our clients work with us because they want to feel confident in their decisions along the way. Our goal is to make sure you choose the ideal buyer, achieve the maximum sales price, and negotiate the best deal structure based on your personal goals.

What is your strategy for finding qualified buyers for my business?

We have a network of over 60 prospective buyers, including everything from specialized local agencies to the nation's largest private equity-backed firms. Based on your unique goals, we connect you with buyers who can provide the best financial offer and a seamless, culturally aligned transition for your agency.

No Obligation - FREE VALUATION*

*Agency Annual Commision Revenue must be at least $1 Million.


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