Special offer through March 31, 2021

With interest rates hitting bottom in 2020, driving up agency valuations, and a tax plan by the new administration that proposes to effectively double capital gains rates, we expect 2021 to be a very active year for agency sales and acquisitions.  Should you sell now and capitalize on the market and tax conditions, or wait and hope for the best?

We want to help you determine a course of action by arming you with information.  Through the end of March, our firm is offering to provide agency owners with a complimentary, certified business valuation.   We typically charge $3k to $6k for this service.   There are a few caveats, since our objective is to help those that may be negatively impacted by the proposed tax increase:

  1. You have to respond by March 31, 2021.
  2. You must own the agency that is being evaluated.
  3. The business must be an independent property and casualty agency or employee benefits firm.
  4. Your business must produce $400k or more in revenue.
  5. You must provide the information that we request for us to complete the evaluation.

To take advantage of this offer and gain insight on the market value of your agency, please fill out the form to the right or call our office at (321) 255-1309 and ask to speak with Mike or Lou.

Why we are an industry trusted valuation source:

  • Assisted nearly 30 clients across the country with selling their agency in 2020.
  • Completed nearly 200 agency valuations for principals, buyers and lenders in 2020.
  • Experience in evaluating retail agencies, wholesale brokerages, MGAs, MGUs, FMOs and program administrators.
  • Proprietary database of more than 400 completed agency sale transactions.
  • Team of certified business valuators.
  • Valuations meet SBA SOP 50 10 5(K) Requirements.

To take advantage of this free
offer, please contact us at

(321) 255-1309

 or complete the form below:

COMPLETED TRANSACTIONS

  • Smart Choice Partners
    has acquired
    Atlantic Insurance Advisors
    Agency Brokerage Consultants served as advisor to Atlantic Insurance Advisors
  • Arthur J. Gallagher
    has acquired
    Fraser Yacht Insurance Services
    Agency Brokerage Consultants served as advisor to Fraser Yacht Insurance Services
  • All Risk, LTD
    has acquired
    Specialty Risk Underwriters
    Agency Brokerage Consultants served as advisor to Specialty Risk Underwriters
  • Hub International
    has acquired
    Farr Insurance Group
    Agency Brokerage Consultants served as advisor to Farr Insurance Group
  • AssuredPartners Aerospace
    has acquired
    Hardy Aviation Insurance
    Agency Brokerage Consultants served as advisor to Hardy Aviation Insurance
  • Sihle Insurance Group
    has acquired
    Webster Insurance Agency
    Agency Brokerage Consultants served as advisor to Webster Insurance Agency
  • Risk Cooperative
    has acquired
    Benefits Resources
    Agency Brokerage Consultants served as advisor to Benefits Resources
  • PCF Insurance Services of the West
    has acquired
    Leonard H. Franks, CPCU & Associates
    Agency Brokerage Consultants served as advisor to Leonard H. Franks, CPCU & Associates
  • Foundation Risk Partners
    has acquired
    Allen & Smith Insurance, Inc. DBA St. Johns Insurance Agency
    Agency Brokerage Consultants served as advisor to Allen & Smith Insurance, Inc. DBA St. Johns Insurance Agency
  • Higginbotham
    has acquired
    Extraco Banks - Commercial Insurance Division
    Agency Brokerage Consultants served as advisor to Extraco Banks - Commercial Insurance Division