The Insurance Agency Mergers and Acquisitions Insider

This blog was designed for topical discussions relating to insurance agency mergers and acquisitions, and some best practices for managing an insurance brokerage business.

insurance business owner shaking hands with CFO

Should an Insurance Agency Hire a CFO?

Whether an insurance agency should hire a CFO will depend on several factors including the agency’s size, goals, and their organization. When and how they hire is influenced by what stage an agency…

7 min to read

man increasing business financial status

Good Financial Management Will Boost Your Agency’s Value

5 min to read

Leadership Lessons from Coaching Kids: Season 2

9 min to read

tax enforcement agency cracking down on businesses

Implications of the 2024 Election on the Agency M&A Market (Updated)

5 min to read

MYTH #7: Buying Agencies will Solve Your Growth Problems

3 min to read

MYTH #7: Buying Agencies will Solve Your Growth Problems

Allow me to share the story of a former client, Kevin. Kevin built a successful captive agency on the West Coast. After years of grinding through changes by the carrier, he left and…

3 min to read

MYTH #6: The Easy Sale is the Best Option

IN THIS FEATURED SERIES, WE DISPEL THE MYTHS ABOUT SELLING AN AGENCY Henry founded and built a specialty insurance agency in the Midwest. He had a great deal of experience in his niche…

2 min to read

business leaders helping team members climb rankings

MYTH #5: Selling for Top Dollar = Not Taking Care of Your People

In this featured series, we dispel the myths about selling an agency Angela started the agency from scratch by cultivating referral relationships with realtors and mortgage brokers. Over time, she brought family and…

2 min to read

Implications of the 2024 Election on Taxes and the M&A Market

It’s a presidential election year and tax rates are back on the table. The most recent Quinnipiac Poll has Biden and Trump in a dead heat. Both candidates are under various legal/ethical investigations…

6 min to read

illustration of a man falling into a hole

The 4 “Traps” to Avoid When Selling Your Agency

I made a post on LinkedIn last week that attracted attention. I was sharing my observation that more deals have been unwound in the last year than I had seen in my prior…

4 min to read

MYTH #4: Selling an Agency is the Same as Buying One

IN THIS FEATURED SERIES, WE DISPEL THE MYTHS ABOUT SELLING AN AGENCY Our clients, Richard and Raymond*, spent a few decades in the corporate world running large sales teams for an insurance company.…

2 min to read

MYTH #3: An Internal Buyer is the Best Buyer

IN THIS FEATURED SERUES, WE DISPEL THE MYTHS ABOUT SELLING AN AGENCY Allow me to share the story of one of our past clients: Robert* was a 2nd generation agent. He built a…

2 min to read

MYTH #2: A Local Buyer is the Best Buyer

IN THIS FEATURED SERIES, WE DISPEL THE MYTHS ABOUT SELLING AN AGENCY Allow me to share the story of our client, Ann, to illustrate the benefits of going to market to find the…

3 min to read

price difference selling your business with and without an M&A advisor

MYTH #1: You Save Money Selling Without a Broker

IN THIS FEATURED SERIES, WE DISPEL MYTHS ABOUT SELLING AN AGENCY The decision to sell your agency can be driven by a number of motivations: retirement, health, market conditions, or a desire for…

4 min to read

The Insurance Agency Mergers and Acquisitions Insider

Want to get the latest M&A updates within the insurance agency industry? Subscribe to our newsletter!