The Insurance Agency Mergers and Acquisitions Insider

Content by Agency Brokerage Consultants www.agencybrokerage.com; Direct (321) 255-1309

Buying an Insurance Agency

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 2

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:

  1. Why people buy independent insurance agencies.
  2. How to locate insurance agencies for sale, or ones that are not, to purchase.
  3. The challenges involved with finding and acquiring an insurance agency.
  4. 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:

  1. How insurance agencies are valued.
  2. Understanding “earnings” terminology used in agency sale transactions.
  3. Some “risk factors” associated with buying and operating an insurance agency.
  4. 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:

  1. Some tips to improve your positioning and negotiating outcomes.
  2. An overview of purchase offers and what to include.
  3. The tedious due diligence phase and some suggestions on what to request.
  4. Why you, as a buyer, would want to work with our company!

About Michael Mensch

Michael is a managing partner and client advisor for Agency Brokerage Consultants, a national mergers and acquisitions firm serving independent insurance brokerages.

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