The Insurance Agency Mergers and Acquisitions Insider

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Avoiding a Due Diligence Train Wreck When Selling an Insurance Agency

The due diligence process is a critical stage for either selling or acquiring an insurance agency or brokerage.  M&A transaction “due diligence” is the process by which a buyer of … Continue reading

June 7, 2016 · 2 Comments

Agency Valuations – The Truth About EBITDA Multiples

I’ve come across a few articles posted by agency valuation consultants challenging the use of EBITDA multiples in valuations.  It can be argued that EBITDA is not a measure of … Continue reading

May 3, 2016 · Leave a comment

What is Preventing Your Agency from Growing? Part 1: You

What I’ll discuss in this post differs from most of my other ones.  The discussion is an amalgamation of my studies, experiences and observations from working with business owners over … Continue reading

February 21, 2016 · Leave a comment

How an M&A Advisor Earns Their Fee: A Tale of Two Deals

One of our clients this last year came to us after a failed transaction with a buyer that had approached them. This particular client had negotiated a 7-figure sale price with the buyer and started down the process of trying to get the deal done. To keep the story short, we’ll just say that six months later the deal was still dragging out and the buyer had attempted to renegotiate the terms for no fault of the seller. Reaching their wits end, the client went online to find someone to help, found our website and called us. …

February 13, 2016 · 1 Comment

NOW is the Time to Sell Your Independent Insurance Agency

I was recently interviewed for the Independent Agents Magazine for an upcoming article on perpetuation planning. I said something that I typically don’t say, which is that now (or at least within the next 18 months) is the optimum time to sell an agency. I believe that market values are as high as they will be for a decade and will crest within the next 18 months.

May 2, 2015 · 1 Comment

The Value of an Allstate Agency versus an Independent Agency

It’s pretty common knowledge that Allstate agencies generally sell for a higher multiple of revenue than independent agencies.  Independent agents, and former Allstate agents, are also pretty vocal that the … Continue reading

February 5, 2015 · Leave a comment

Insurance Agency Mergers and Acquisitions December 2014

AssuredPartners Acquires BRG Insurance and Bonds LAKE MARY, Fla. – Dec. 30, 2014 AssuredPartners Inc. has acquired BRG Insurance and Bonds located in Lake Mary, Florida. The agency specializes in … Continue reading

January 13, 2015 · Leave a comment

Insurance Agencies for Sale

The purpose of this article is to give agency buyers some tips on finding agencies for sale and on how to get the attention of the owner or broker representing the agency.

November 15, 2014 · Leave a comment

When it comes to selling your agency, are you fishing or being fished?

Truth be told, our biggest competition isn’t other M&A firms in our market area; its buyers that contact agency owners directly.  From a marketing standpoint, I’m not afraid of this … Continue reading

November 12, 2014 · Leave a comment

Insurance Agency Mergers and Acquisitions November 2014

EPIC Insurance Brokers acquires Greyling Insurance Brokerage SAN FRANCISCO, CA. November 24, 2014 — EPIC Insurance Brokers and Consultants, a retail property & casualty insurance brokerage and employee benefits consultant, today … Continue reading

November 12, 2014 · Leave a comment