Most agency owners have a general sense of what their business is worth. They know their revenue, they know their retention rate, and they have a rough idea of what comparable agencies have sold for. What catches many sellers off…
Most agency owners spend years thinking about selling before they ever take a concrete step. What holds many of them back is not reluctance. It is uncertain. They are not sure whether their agency is in good enough shape to…
Choosing who to sell your insurance agency to is one of the most consequential decisions you will make. The financial outcome matters, but so does everything that comes after the deal closes: what happens to your staff, your clients, and…
Selling an independent insurance agency is one of the most significant financial decisions you will ever make. Most owners only do it once, which means there is little room to learn from experience. The mistakes that happen most often are…
For many independent agency owners, the hardest part of selling is not the paperwork or the negotiation but the people involved. What happens to the staff who have been with you for years? What do you tell the clients who…
If you are an independent insurance agency owner across the South or anywhere in the country thinking about what happens to your business when you retire, sell, or step back, a buy-sell agreement is one of the most important documents…
Due diligence is one of the most important phases in any insurance agency acquisition, and one of the least understood. Knowing what this process involves and how to prepare for it can mean the difference between a deal that closes…
“You didn’t build your agency overnight. It shouldn’t be handed off that way either.” Years, maybe decades of early mornings, difficult conversations, and a reputation built on kept promises have added up to something real. Your agency has provided for…
Deciding to sell is the easy part. Then comes the rest. The process involves more moving parts than most owners expect, and the outcome depends heavily on how well prepared you are before you ever sit down with a potential…
If you are an independent insurance agency owner thinking about selling, understanding what buyers are actually evaluating can help you prepare, price appropriately, and walk into conversations with confidence. The acquisition process involves a lot more than a number on…
