Insurance M&A Services

Question 1

Deals we close for our Insurance Agency clients average a 30% higher sale price for sellers.

Answer

In almost any given market across the country there are at least ten institutional buyers for every seller. This means that the probability that you are dealing with the perfect buyer for your firm is only 10%. Now, the buyer is a corporate powerhouse with a track record of acquiring hundreds of agencies and they know you are only talking to them, what's the probability you ever get their best deal? Let’s also call that 10% (which is probably too high). So what is the probability you are getting the best deal for your firm? 1%! This is a case where it is not good to be a One Percenter. We understand that our clients are salesmen and brokers who are certainly qualified to make sales. However, selling an agency is a complicated process that needs to be handled by experienced parties. You spend your whole career building a great and valuable firm and in one fell swoop reduce your net worth by 30% because you thought you could do it on your own.

Question 2

Deals we close for our Insurance Agency clients average a 30% higher sale price for sellers.

Answer

In almost any given market across the country there are at least ten institutional buyers for every seller. This means that the probability that you are dealing with the perfect buyer for your firm is only 10%. Now, the buyer is a corporate powerhouse with a track record of acquiring hundreds of agencies and they know you are only talking to them, what's the probability you ever get their best deal? Let’s also call that 10% (which is probably too high). So what is the probability you are getting the best deal for your firm? 1%! This is a case where it is not good to be a One Percenter. We understand that our clients are salesmen and brokers who are certainly qualified to make sales. However, selling an agency is a complicated process that needs to be handled by experienced parties. You spend your whole career building a great and valuable firm and in one fell swoop reduce your net worth by 30% because you thought you could do it on your own.

Question 3

Deals we close for our Insurance Agency clients average a 30% higher sale price for sellers.

Answer

In almost any given market across the country there are at least ten institutional buyers for every seller. This means that the probability that you are dealing with the perfect buyer for your firm is only 10%. Now, the buyer is a corporate powerhouse with a track record of acquiring hundreds of agencies and they know you are only talking to them, what's the probability you ever get their best deal? Let’s also call that 10% (which is probably too high). So what is the probability you are getting the best deal for your firm? 1%! This is a case where it is not good to be a One Percenter. We understand that our clients are salesmen and brokers who are certainly qualified to make sales. However, selling an agency is a complicated process that needs to be handled by experienced parties. You spend your whole career building a great and valuable firm and in one fell swoop reduce your net worth by 30% because you thought you could do it on your own.

Insurance M&A Services

Deals we close for our Insurance Agency clients average a 30% higher sale price for sellers.

Sell-Side Insurance Advisory

Buy-Side Insurance Advisory

Deals we close for our Insurance Agency clients average a 30% higher sale price for sellers.

Strategic Advisory

Deals we close for our Insurance Agency clients average a 30% higher sale price for sellers.

#1 Mistake Agency Owners Make When Selling Their Business