Testimonials

ISU’s operations are comprised of two business segments;  the second largest insurance agency network in the US by premium volume and a retail insurance agency.  As a network operator we have relationships with many service provides targeting insurance agents, including business brokers. Our decision to engage Agency Brokerage, was based on Mike’s straightforward approach, some very good advice he had given us earlier and our belief that Mike was the person that knew the players and could get us a deal that would exceed our expectations.  Mike and his team did not disappoint. I was impressed with their ability to quickly and accurately synthesize the information we provide to produce an impressive information memorandum.  The list of prospective buyers was definitely “right sized” so we were not over shopped, yet we engaged with a number of interested parties resulting in competitive bidding. Throughout due diligence and contract negotiations the Agency Brokerage team had the process in control. We would never have been able to complete the transaction without their organizational skills, experience and depth of knowledge. I’m looking forward the next opportunity to work with the team at Agency Brokerage.”

There was never any pressure put on us to list or sell in all those years. Sean Brelsford was very knowledgeable with the whole process and was fantastic to work with. If you are even thinking about selling in the next few years I would highly recommend you start a discussion with Mike.

Keep two things in mind. (1) It will look like ABC paid me to say these things. They didn’t. These are my words and thoughts. (2) Last summer when I was researching how to sell my agency, and who to do it with, I wish I could have had the points below to ponder. It would have made my decision so much easier. You sell insurance, and you’re very good at it. You have knowledge and experience from many years in the business. But, that doesn’t mean you know how to sell an insurance agency. Believe me, I’ve been through the process, and I wouldn’t have been able to replicate what ABC does. I wouldn’t have had a clue. You don’t know what you don’t know. In life, it makes sense to hire professionals to do what they do: attorneys, accountants, architects, carpenters, plumbers, etc. If you’re a great carpenter, you might be pretty good at plumbing, but you’re not great at it. When you sell your insurance agency, you want great, not just okay, results.

After the offers came in and I decided on whom the buyer was going to be, they mapped out the plan to keep all parties on a strict timeline. ABC was two steps ahead of any issues that might surface. The results were that we closed the sale on time with the valuation we expected. Thank you, ABC!