Stop Negotiating with Buyers on Your Own

2021-04-14T00:42:44-04:00December 9th, 2020|

The market is flush with buyers and we are well aware that they are pounding on agency owner’s doors on a daily basis.  Read this article to learn the #1 step to take to sell your insurance agency for the highest price.

What is an agency worth?

2021-03-24T13:02:04-04:00October 29th, 2019|

This question is one of the main reasons people call our office. In fact, we complete over 120 valuations of insurance agencies and brokerages each year for agency owners, buyers and lenders all asking for our professional opinion on agency market value. We are the most experienced firm in the nation when it comes to valuing agencies with under $5M in revenue, which is why the leading lenders in the insurance industry turn to us.

If you can’t Grow, it might be time to Go!

2020-09-13T18:53:40-04:00April 20th, 2018|

When agency revenues start to fall year-over-year, there is usually a reason.  Sometimes the trend can be reversed, such as if it is tied to an economic cycle, but quite often the downward trend is unstoppable.  In our experience, a steady decline in the business is typically an indicator that one or more of the agency principals are spending less time running the business.  The enthusiasm and competitiveness that perhaps once drove growth in the business has waned.