Our services

Selling an Insurance Agency

We will create unmatched demand for your agency.

Our firm has regular email communication with over 20,000 agency buyers around the country, including the individuals in charge of M&A for the most active acquirers. We run a confidential, controlled auction to drive multiple offers in a short window of time. In order to achieve this, we create a highly effective Confidential Information Memorandum (“CIM”), also known as a pitch book, that delivers in-depth information that buyers are looking for in an accurate and concise format. Each year, our firm is involved in over 50 agency sale transactions and evaluates more than 200 agencies across the country. We have the contacts, processes, and experience to deliver results.give you peace of mind when it comes time to sell your agency.

The Benefit of Working with Us for Insurance Agency Sales

  1. The highest offer the market will yield.
  2. The ability to choose from a variety of buyers.
  3. Professional representation and expert guidance.
  4. An expedited sale process with the highest level of service.

Our goal is to help you maximize the value of your agency while exploring a variety of external perpetuation options. If you are looking to sell now or in the near future, we’ll even offer you a free, comprehensive valuation report – a $3k to $6k value. When you are ready to sell, our professional team and honed processes will deliver the highest level of service and best results in the industry.

Frequently Asked Questions About Selling an Insurance Business

Please review our frequently asked questions about listing your insurance company for sale below. Have more questions? Fill out the form at the bottom of this page for further guidance from our M&A advisors.

How is the value of my insurance agency determined?

The market value of an agency is based on a variety of factors including (1) the quality of the book of business, staff, and systems, (2) the size of the agency, (3) the agency’s organic growth rate, and (4) the pro forma EBITDA.  We’ve negotiated the sale of hundreds of agencies and understand the marketplace and what drives value in an insurance agency.

What steps can I take to prepare my insurance agency for sale?

The #1 thing you can do to prepare for the sale of your agency is to work with our team on a valuation of the agency.  Through that process, we will be able to help you understand what you should focus on to maximize the value and prepare for your exit.

How do I find potential buyers for my insurance agency?

The simplest solution is to work with our team.  We have done business with every buyer type and every professional buyer in the marketplace. We know the “who” and “how” of helping you find the best buyer for your agency.

What is the typical timeframe for selling an insurance agency?

On average, it takes about 90 days to close the sale after going to market.

What is the #1 mistake that agency owners make when selling?

The biggest mistake that sellers make is selling directly to a buyer without going to market and without professional representation. On average, buyers pay 30% percent less for an acquisition by negotiating directly with the agency owner. The sale process typically also takes longer since the buyer controls the speed at which things move.

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