The Insurance Agency Mergers and Acquisitions Insider

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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

Insurance Agency Mergers and Acquisitions News October 2014

Arthur J. Gallagher & Co. Acquires Insurance Associates, Inc. ITASCA, Ill., Oct. 31, 2014 /PRNewswire/ — Arthur J. Gallagher & Co. (NYSE: AJG) today announced the acquisition of Insurance Associates, … Continue reading

November 12, 2014 · Leave a comment

Insurance Agency Financial Models

A key to running a profitable insurance agency is understanding your target financial model, i.e. how you allocate your revenue to various expense items.  If you were not aware, every business … Continue reading

October 3, 2014 · Leave a comment

Selling an Insurance Agency Based on Retention

A discussion on some reasons why I don’t think most agencies should be sold on a retention-basis.

September 26, 2014 · Leave a comment

Insurance Agency Mergers and Acquisitions News September 2014

CBIZ Acquires Property And Casualty Provider Sattler Insurance Agency of Idaho CLEVELAND, Sept. 3, 2014 /PRNewswire/ — CBIZ, Inc. (NYSE: CBZ) today announced that it has acquired substantially all the … Continue reading

September 21, 2014 · Leave a comment

Insurance Agency Mergers and Acquisitions News August 2014

Chicago-Based Linden Group Joins Digital Benefit Advisors Linden Group Health Services has joined Digital Benefit Advisors (DBA), a division of Digital Insurance. Digital acquired the Chicago firm, which specializes in … Continue reading

September 21, 2014 · Leave a comment

Never a Fee to the Seller!

Thinking of selling your agency and received an ad promoting “Never a Fee to the Seller!”?  You might want to take time and do your due diligence.  This is a clever … Continue reading

September 17, 2014 · 1 Comment

Four Reasons to Hire an M&A Advisor to Sell Your Insurance Agency

The point of this article is to address the overall value to an agency owner of hiring someone to assist them in selling their insurance agency.

July 20, 2014 · 2 Comments