This presentation was delivered through Oak Street Funding in 2011. If you are thinking of selling your insurance agency within the next three years, then this short discussion is of critical importance to you. The presentation is approximately 50 minutes and discusses:

1)  Why agency principals should have an exit strategy from their business and how they can develop one.
2)  How to understand and enhance the market value of an agency.
3)  What an organized sale process looks like and why it is the best way for an agency principal to maximize their return on the sale of their agency.
4)  A number of other key details relating to planning and executing the sale of an insurance agency.

Please give us a call if we can be of any assistance to you: (321) 255-1309.

The Exit Strategy – Selling Your Insurance Agency or Brokerage