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

When it comes to selling your agency, are you fishing or being fished?

Truth be told, our biggest competition isn’t other M&A firms in our market area; its buyers that contact agency owners directly.  From a marketing standpoint, I’m not afraid of this … Continue reading

November 12, 2014 · Leave a comment

Selling an Insurance Agency Based on Retention

A discussion on some reasons why I don’t think most agencies should be sold on a retention-basis.

September 26, 2014 · Leave a comment

Never a Fee to the Seller!

Thinking of selling your agency and received an ad promoting “Never a Fee to the Seller!”?  You might want to take time and do your due diligence.  This is a clever … Continue reading

September 17, 2014 · 1 Comment

Four Reasons to Hire an M&A Advisor to Sell Your Insurance Agency

The point of this article is to address the overall value to an agency owner of hiring someone to assist them in selling their insurance agency.

July 20, 2014 · 2 Comments

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