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.
A discussion on some reasons why I don’t think most agencies should be sold on a retention-basis.
This presentation discusses some best practices for growing (and managing) an independent insurance agency based on our interaction with agencies around the country as a valuation and merger and acquisition … Continue reading →
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 →
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 →
View our video presentations on insurance agency valuations. Please give us a call at (321) 255-1309 if we can be of any assistance to you. Buying an Insurance Agency: Part … Continue reading →
The competition for buying an independent insurance agency is perhaps the highest among any industry for small business acquisitions. It is even more challenging if you are an agent that … Continue reading →
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 →