The Insurance Agency Mergers and Acquisitions Insider

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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

“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