The Insurance Agency Mergers and Acquisitions Insider

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

Taxes When Selling an Insurance Agency

Our clients don’t like to talk about taxes and neither do we but, as Ben Franklin said, nothing is more certain in life than death and taxes. So we put together a little summary about the differences between stock and asset sales when selling an insurance agency and how the IRS treats various assets in the sale of a business.

September 20, 2016 · Leave a comment

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 · 3 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

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

Time is the Enemy of Deals

  Over the past 10 years I’ve worked on hundreds of M&A transactions within the insurance industry and a major reason most deals fail to get across the finish line … Continue reading

January 7, 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