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.

illustration of two people shaking hands

How are Insurance Agencies Valued?

If you’ve ever wondered how to properly value an insurance agency, this is your article. Just throwing out blanket statements of “An insurance agency is worth 2.5x revenue or 8 times EBITDA” can…

12 min to read

If You Can’t Beat Them, is it Time to Sell?

5 min to read

Equity Options for Insurance Agency Producers

8 min to read

Insurtech Valuations: Where is the ROI?

13 min to read

insurance business owner shaking hands with CFO

Should an Insurance Agency Hire a CFO?

7 min to read

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

As an independent insurance agency owner, preparing for an eventual exit is something that has crossed your mind. One of the easiest ways for us to identify well-run agencies is the quality of…

5 min to read

Leadership Lessons from Coaching Kids: Season 2

This last Fall soccer season I started as head coach of my boys under 11 team for the first time. As I reported previously, the last Spring season was painful. It is a…

9 min to read

tax enforcement agency cracking down on businesses

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

A few months ago I wrote a summary of the implications of the 2024 presidential election on tax rates and the M&A market. At that time, Joe Biden was the candidate and I…

5 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

The Insurance Agency Mergers and Acquisitions Insider

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