View our video presentations on insurance agency valuations. Please give us a call at (321) 255-1309 if we can be of any assistance to you.
Buying an Insurance Agency: Part 1 – An Introduction to the Agency M&A Market
This 20 minute online presentation goes through an introduction to insurance agency merger and acquisition market. In this discussion, we cover:
- Why people buy independent insurance agencies.
- How to locate insurance agencies for sale, or ones that are not, to purchase.
- The challenges involved with finding and acquiring an insurance agency.
- Some tips on how you can be more successful in acquiring insurance agencies.
Buying an Insurance Agency: Part 2 – What is an Agency Worth to YOU?
This 30 minute online presentation goes through “what an insurance agency is worth” to a particular buyer. In this discussion, we cover:
- How insurance agencies are valued.
- Understanding “earnings” terminology used in agency sale transactions.
- Some “risk factors” associated with buying and operating an insurance agency.
- Analytical tools to determine your real expected return on investment when looking at acquiring an insurance agency.
Buying an Insurance Agency: Part 3 – The Acquisition Process
This 40 minute online presentation goes through the process involved with buying an independent insurance agency. In this discussion, we cover:
- Some tips to improve your positioning and negotiating outcomes.
- An overview of purchase offers and what to include.
- The tedious due diligence phase and some suggestions on what to request.
- Why you, as a buyer, would want to work with our company!