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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.

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 Squeeze: Market Changes Impacting Agency M&A

The low interest rate environment of the last decade gave birth to the bubble of the last 5 years. During that time, we saw an unending stream of buyers entering the M&A fray…

5 min to read

The Mistake that 70% of Agency Sellers Make

I stumbled across an interesting video online the other day. One of the large brokers that acquires agencies had created a presentation to train their people on how to pursue and negotiate acquisitions. …

8 min to read

Insurance Agency Valuations: Assessing Risk Factors

Agents reach out to us on a regular basis and ask: “what multiple are agencies going for?” I had someone just last night message me through our website chat bot. He or she…

5 min to read

Buyer and seller Negotiating transaction

Stop Negotiating with Buyers on Your Own

The market is flush with buyers and we are well aware that they are pounding on agency owner’s doors on a daily basis. Read this article to learn the #1 step to take…

7 min to read

How to get the highest sale price for your agency

The market is flush with buyers and we are well aware that they are pounding on agency owner’s doors on a daily basis. Read this article to learn the #1 step to take…

10 min to read

What is an agency worth?

This question is one of the main reasons people call our office. In fact, we complete over 120 valuations of insurance agencies and brokerages each year for agency owners, buyers and lenders all…

7 min to read

How to Know When it’s Time to Sell Your Agency

Selling a business is a major decision. On occasion, the decision to sell is driven by one factor, such as the principal facing a health concern. For most agency owners, though, the decision…

5 min to read

Six Mistakes to Avoid When Selling Your Insurance Agency

Since you will only sell your agency one time, its vitally important that you get it right the first time. So here are six mistakes to avoid when selling your insurance agency:

7 min to read

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Experts in Insurance Distribution Business Valuation, Sale, and Acquisition