Handling Agency Acquisitions With
ExperiencePassionDedicationCare

Our team has over 80 years experience in the Insurance Industry and we are ready to put our experience to work for you! We bring extensive agency acquisition experience and professionalism to ensure that your agency transition is stress free for you, your staff and your customers. We would love to welcome your agency to our family!

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At M4I Acquisition Consulting, we understand that your agency is a huge part of your legacy and your community!

Trust

Selecting the right partner to perpetuate your legacy is a tremendous decision and can be in- credibly stressful. Our goal is to make that decision easier and to remove the stress of the unknown.

Solutions

Throughout the acquisition and perpetuation process, we simply treat you the way that we would want and expect to be treated. When considering the perpetuation of your agency, let us provide you with our suite of solutions.

Experience

Our team has over 80 years of experience in the Insurance Industry and we are ready to put our experience to work for you!

Get in touch with us to set up a consultation, or use the contact form at the bottom of this page to inquire whether our solutions are right for you.

Our acquisitions process is simple, transparent, flexible and focused on YOU!

Introductions

Our process begins with introducing you to our leadership team to ensure that we are a mutual fit. All agencies will not be a fit for us and we will not be a fit for all agencies. We take time to walk each owner through our organization structure, our locations, and how we operate. We want to get to know you, your family, your agency’s legacy and your perpetuation goals!

Your Legacy & Story

We then listen to your story, your legacy, and what you would like to accomplish through this process. Once we become comfortable with your goals and you become comfortable with us and our goals we move into an initial valuation of your agency.

Making an Offer

Our goal is to provide you with an initial offer for your agency within 10 business days. If we come to terms, we provide you with documentation of our financial backing and the next steps for moving into the due diligence phase.

Our experience tells us we will not be successful with every opportunity. However, we have found that every seller walks away with a better understanding of their organization and the internal drivers of their valuation. We hope with our flexibility on solutions for successions and our methodical approach, every agency owner we engage with walks away with more than what they brought.

Our Consultative Approach Means More Knowledge And Less Aggravation

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  • We Learn

    By asking questions, and listening to your concerns.

  • We Share

    Our consultative process and recommendations.

  • We Implement

    Once everyone is comfortable, we'll put our plan into action.

Get Started With M4I Acquisiton Consulting

Get in touch with us to set up a consultation

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