The Insurance Agency Mergers and Acquisitions Insider

This blog was designed for topical discussions relating to insurance agency mergers and acquisitions, and some best practices for managing an insurance brokerage business.

Insurance Agency Network Agreements: What to Know Before You Sign

For independent insurance agencies, joining a network, also referred to as a cluster, aggregator, or alliance, can be a strategic step toward growth. For agents just starting out, a network can provide a…

9 min to read

Producer Compensation Agreements: Terms Every Agency Owner Should Know

11 min to read

Continuity Planning: Don’t Do This to Your Family

14 min to read

illustration of two people shaking hands

How are Insurance Agencies Valued?

12 min to read

If You Can’t Beat Them, is it Time to Sell?

5 min to read

If You Can’t Beat Them, is it Time to Sell?

History repeats itself, but rarely in ways the experts predict. The economic fallout from 9/11 led to a housing boom, a financial market crash, and a surge in student loan debt as unemployed…

5 min to read

Equity Options for Insurance Agency Producers

The topic of producer equity has been a conversation in the insurance industry for decades. It’s understandable that there is an inherent sense of ownership on the part of producers due to their…

8 min to read

Insurtech Valuations: Where is the ROI?

Insurtechs have captured the spotlight with promises of innovation and disruption in the insurance industry, but where is the return on investment (ROI) for investors?

13 min to read

insurance business owner shaking hands with CFO

Should an Insurance Agency Hire a CFO?

Whether an insurance agency should hire a CFO will depend on several factors including the agency’s size, goals, and their organization. When and how they hire is influenced by what stage an agency…

7 min to read

man increasing business financial status

Good Financial Management Will Boost Your Agency’s Value

As an independent insurance agency owner, preparing for an eventual exit is something that has crossed your mind. One of the easiest ways for us to identify well-run agencies is the quality of…

5 min to read

Leadership Lessons from Coaching Kids: Season 2

This last Fall soccer season I started as head coach of my boys under 11 team for the first time. As I reported previously, the last Spring season was painful. It is a…

9 min to read

tax enforcement agency cracking down on businesses

Implications of the 2024 Election on the Agency M&A Market (Updated)

A few months ago I wrote a summary of the implications of the 2024 presidential election on tax rates and the M&A market. At that time, Joe Biden was the candidate and I…

5 min to read

MYTH #7: Buying Agencies will Solve Your Growth Problems

Allow me to share the story of a former client, Kevin. Kevin built a successful captive agency on the West Coast. After years of grinding through changes by the carrier, he left and…

3 min to read

MYTH #6: The Easy Sale is the Best Option

IN THIS FEATURED SERIES, WE DISPEL THE MYTHS ABOUT SELLING AN AGENCY Henry founded and built a specialty insurance agency in the Midwest. He had a great deal of experience in his niche…

2 min to read

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