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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.

the agency principal spectrum

What kind of agency owner are you?

I have had the fortune of interacting with hundreds of business owners over the years. Going even back as far as my college days when I bartended at a yacht club, I’ve always…

9 min to read

gold bars depicting worth of an agency

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

best time to sell an insurance agency

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

referee calling timeout

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

business plan

Projecting Cash Flow from an Agency Acquisition

In my post from October, I discussed debt coverage ratios and EBITDA multiples. Now let’s talk about projecting cash flow. I’m shocked how many buyers make offers without figuring out what the cash…

8 min to read

confidential sale

Steps to Improve Confidentiality During the Sale of Your Agency

When it comes time to selling your agency, confidentiality is vitally important. You may be dealing with one or more buyers, each of whom will have a multitude of questions and requests and…

7 min to read

insurance agency buyer conducting research

3 Things to Know When Buying an Insurance Agency

Whether you’re just starting out or looking to expand an existing insurance agency – you need to talk with an industry professional. Aside from having the desire, drive and passion, you need to…

5 min to read

cycle of decline

If you can’t Grow, it might be time to Go!

When agency revenues start to fall year-over-year, there is usually a reason. Sometimes the trend can be reversed, such as if it is tied to an economic cycle, but quite often the downward…

6 min to read

woman working on computer to sell an agency

3 Things to Know When Selling an Insurance Agency

If you’re considering selling your insurance agency, there could be a number of reasons that prompted you to pursue this route—perhaps you’re ready to retire, or maybe you’ve simply decided to look into…

5 min to read