The Mistake that 70% of Agency Sellers Make

2023-04-26T23:41:55-04:00September 2nd, 2022|

I stumbled across an interesting video online the other day.  One of the large brokers that acquires agencies had created a presentation to train their people on how to pursue and negotiate acquisitions.  This internal M&A strategy has become a [...]

Q1 2022 M&A Market Update

2023-04-26T23:46:59-04:00March 29th, 2022|

If you are a regular follower of Insurance Journal, you may have noticed that there have been fewer announcements of agency acquisitions since the beginning of the year compared to 2021.  There may be several reasons for this anecdotal observation.  [...]

Stop Negotiating with Buyers on Your Own

2021-04-14T00:42:44-04:00December 9th, 2020|

The market is flush with buyers and we are well aware that they are pounding on agency owner’s doors on a daily basis.  Read this article to learn the #1 step to take to sell your insurance agency for the highest price.

What is an agency worth?

2021-03-24T13:02:04-04:00October 29th, 2019|

This question is one of the main reasons people call our office. In fact, we complete over 120 valuations of insurance agencies and brokerages each year for agency owners, buyers and lenders all asking for our professional opinion on agency market value. We are the most experienced firm in the nation when it comes to valuing agencies with under $5M in revenue, which is why the leading lenders in the insurance industry turn to us.