We specialize in helping independent insurance agency owners navigate the complex process of selling their agency.
Whether you are considering retirement, looking to capitalize on the market value of your agency, or exploring strategic mergers, our team of seasoned business brokers is committed to guiding you through every phase of the sales process.
Schedule a Confidential Meeting with Our M&A Team
Why Sell Your Insurance Agency?
Selling your independent insurance agency offers several benefits:
- Financial Security: Realize the full market value of your agency and secure a lump sum that can support your future plans or retirement.
- Legacy Continuation: Ensure that your client base and book of business are preserved under new ownership that values your agency’s reputation and commitments.
- Growth Opportunities: Position your agency for future growth with a new owner who can introduce more resources, advanced technology, and fresh strategic initiatives by injecting growth capital.
How We Can Help You Insurance Agency
Insurance Agency Valuation
Get an in-depth valuation of your insurance agency based on profitability, EBITDA, cash flow, and other financial metrics to understand its true market value. Our team not only has experience negotiating deals, but we have successfully sold our own insurance agencies.
Marketing Your Agency
Access our extensive network of potential buyers including private equity firms, larger insurance companies or FMOs, and high net-worth individuals interested in reputable independent insurance agencies.
Negotiation and Structuring Acquisition Deals
Benefit from our experience in managing negotiations, dealing with complex terms like amortization and depreciation, and structuring deals that maximize your agency’s sale price.
Seamless Transition Planning
We manage the entire due diligence process and ensure a smooth transition with minimal disruption to your operations and client relationships.
Steps to Selling Your Insurance Agency
- Initial Consultation: Complete our confidential intake form so we can begin discussing your motivations and goals for selling, and provide a preliminary idea of your agency’s value.
- Comprehensive Agency Review: Conduct a thorough assessment of your agency’s financials, client retention rates, and market position. We will guide you through all the information you need to prepare.
- Targeted Marketing Strategy: Develop a strategic marketing plan that highlights the unique aspects of your insurance book of business to attract the right insurance brokers and potential buyers.
- Negotiations and Closure: Facilitate all negotiations, draft the letter of intent, and navigate through the closing process ensuring the best possible terms.
- Post-Sale Support: Guide you and the new owner through a step-by-step transition to ensure continued success and retention of the client base.
Frequently Asked Questions
- How do I value my insurance agency?
- What steps should I take to successfully sell my insurance agency?
- How much can I sell my book of business for?
- How much is my Medicare book of business worth?
- What makes an independent insurance agency valuable to prospective buyers?
- How do independent insurance agents maximize their earnings from a sale?
These questions and more are handled with expertise by our team, ensuring you have all the information you need to make informed decisions.
Types of Insurance Agencies We Work With
- Life insurance
- Health Insurance (Under 65 and Medicare)
- Long Term Care
- Annuities
- Personal Lines
- Commercial Lines
- Group Health & Employee Benefits
Ready to Begin?
If you’re contemplating selling your insurance agency, contact us today for a confidential consultation. Our team is ready to help you understand the value of your insurance agency and take the right steps towards a successful sale.
