The Insurance Agency Mergers and Acquisitions Insider

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

Perpetuating your agency or brokerage: How much time should you expect?

With the recession of 2008 slowly fading from memory and most agencies on the pathway of revenue growth, many principals in the 55+ age group are again thinking about working … Continue reading

July 4, 2014 · Leave a comment

Insurance Agency Valuations: Is 2014 the Right Time to Sell?

  As I reported in a previous blog a few months back, the market for selling an insurance agency is better than it has been in many years.  The economy … Continue reading

June 7, 2014 · Leave a comment

Are You Misrepresenting a Transaction to a Lender?

Acquisition financing can be difficult to secure, but if the deal, including the person attempting to get financing, cannot get approved legitimately then it’s not meant to be.  That is … Continue reading

March 12, 2014 · Leave a comment

Producer-Owned Books: A Potential Deal Killer

We occasionally run into insurance agencies that have independent contractor producers that own the rights to their book of business.  These arrangements almost always create a problem with selling an … Continue reading

February 11, 2014 · Leave a comment

“The Exit Strategy: Selling Your Insurance Agency or Brokerage”

This presentation was delivered through Oak Street Funding in 2011. If you are thinking of selling your insurance agency within the next three years, then this short discussion is of … Continue reading

February 10, 2014 · Leave a comment

2014 Insurance Brokerage M&A Outlook

The year 2012 was one of the most active years for insurance broker mergers and acquisitions.  There were a total of 291 publicly announced transactions, according to SNL Financial, which … Continue reading

January 23, 2014 · 2 Comments

The Risks of Selling Your Insurance Agency on Your Own

Many of our clients had attempted to sell their agency on their own before calling us.  It is certainly understandable to want to avoid having to pay a commission in … Continue reading

January 22, 2014 · 4 Comments

Suggestions for Minimizing Personnel Issues during the Sale of an Insurance Agency

A concern was raised recently about whether or not a buyer should be able to interact with employees of the seller during the due diligence process of an M&A transaction.  … Continue reading

December 18, 2013 · Leave a comment

Selling an Insurance Agency in Florida

While our firm is involved in agency sales and acquisitions around the country, we have sold the most number of insurance agencies in Florida out of any firm over the … Continue reading

November 7, 2013 · Leave a comment

Insurance Agency Mergers and Acquisitions

View our video presentation (bottom of page) and read the article below about what to consider before hiring an advisor to help you value, sell or buy an insurance agency. … Continue reading

November 5, 2013 · 1 Comment