Testimonials
Grace Ryan
ISU Group
I am the CFO of ISU Group. Working with Agency Brokerage, we recently concluded the sale of ISU to an ASX 100 Australian based publicly traded company for nearly 30% above our original expectation. I was also a co-owner of ISU prior to the sale.
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ISU’s operations are comprised of two business segments; the second largest insurance agency network in the US by premium volume and a retail insurance agency. As a network operator we have relationships with many service provides targeting insurance agents, including business brokers.
Our decision to engage Agency Brokerage, was based on Mike’s straightforward approach, some very good advice he had given us earlier and our belief that Mike was the person that knew the players and could get us a deal that would exceed our expectations. Mike and his team did not disappoint.
I was impressed with their ability to quickly and accurately synthesize the information we provide to produce an impressive information memorandum. The list of prospective buyers was definitely “right sized” so we were not over shopped, yet we engaged with a number of interested parties resulting in competitive bidding.
Throughout due diligence and contract negotiations the Agency Brokerage team had the process in control. We would never have been able to complete the transaction without their organizational skills, experience and depth of knowledge.
Bill Coady
Walterry Insurance Brokers
We can’t praise Agency Brokerage enough, especially Brenda and Ria. With their assistance we were able to negotiate through the complicated process of valuing and selling our agency. They are geniuses with spreadsheets and financials. With their assistance we were able to choose a buyer from multiple offers. The best part, once a buyer was selected, we were through closing in 3 months. I highly recommend using their team.
Melanie Epstein
Corporate Coverage
Over the years, I’ve been approached by buyers wanting to deal directly with me, and I know colleagues who attempted to sell their agencies without representation. Working with you ensured a wide range of offers and the ability to negotiate effectively to maximize value—an outcome I could not have achieved on my own.
Mitchell Weinstein
Acentria Insurance
Had you and your team in my thoughts this morning and thought it best to communicate with you directly. You know that we have interacted with Agency Brokerage almost from the time we launched Acentria in 2010. We have won a few, lost a few, but one thing for sure; when you present an opportunity, you do so professionally and without favor, presenting your client honestly and, most importantly, positioning them for the market.
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You know that I have recommended you and your team over-the-years; and will continue to do so without hesitation. Keep up the fine work!
Fred Green
Green Financial
Words will never be able to tell you how appreciative I am that I found you! I’m looking forward to staying connected!
Andres Franzetti
Risk Cooperative
I also wanted to thank you once again for all of your hard work and support navigating us through the sale process. You certainly got us a great outcome and kept all parties happy. I look forward to hopefully working with you again in the future. Thanks again!
Darryll Clark
The Closing Agent
I wanted to take a moment to thank you and the Agency Brokerage team for your work on our transaction.
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Our experience was very positive, and your persistence, follow-up, and dedication to seeing the transaction through did not go unnoticed. There was never a time—day or night—when you or your team were unavailable or unwilling to take a call, which made a meaningful difference throughout the process.
We were very satisfied with both the experience and the final outcome and truly appreciated your commitment and professionalism.
Thank you again, and I wish you and the team continued success.
Jim & LeighAnn Koch
Koch Insurance Agency, Inc.
We want to thank the whole team at Agency Brokerage Consultants for the expertise in selling our 28 year old insurance agency. Six years ago was our first contact and free valuation with ABC. It allowed us to have an exit plan and maximize our agency’s selling price. A year ago we updated everything with Mike Mensch and afterwards decided to wait to sell. This year we decided to sell and since we already had the working relationship with ABC we were able to go to market and close very quickly.
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There was never any pressure put on us to list or sell in all those years. Sean Brelsford was very knowledgeable with the whole process and was fantastic to work with. If you are even thinking about selling in the next few years I would highly recommend you start a discussion with Mike.
Israel Guitian, Jr.
Weston Financial Group. Inc.
Everyone at your firm is very professional and knowledgeable. I was impressed by the Valuation Report and analysis. The numbers were spot on and I know that the report helped us get top dollar for our agency. I appreciate the fact that you held our hand and walked us through the entire process. From beginning to end the timeline that you set out evolved just like you said it would. Everything went very smoothly because of your expertise and experience in evaluating, buying and selling agencies.
Dave Cornish
C & G Insurance Agency
To anybody that is about to sell his/her insurance agency, you definitely want to talk to Agency Brokerage Consultants. Here’s why.
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Keep two things in mind. (1) It will look like ABC paid me to say these things. They didn’t. These are my words and thoughts. (2) Last summer when I was researching how to sell my agency, and who to do it with, I wish I could have had the points below to ponder. It would have made my decision so much easier.
You sell insurance, and you’re very good at it. You have knowledge and experience from many years in the business. But, that doesn’t mean you know how to sell an insurance agency. Believe me, I’ve been through the process, and I wouldn’t have been able to replicate what ABC does. I wouldn’t have had a clue. You don’t know what you don’t know. In life, it makes sense to hire professionals to do what they do: attorneys, accountants, architects, carpenters, plumbers, etc. If you’re a great carpenter, you might be pretty good at plumbing, but you’re not great at it. When you sell your insurance agency, you want great, not just okay, results.