Bolstering your insurance business by acquiring an insurance agency in Florida can help you stay ahead of the curve in today’s ultra-competitive insurance environment. The process can be challenging, yet with some expert guidance to show you the way, you can...
If you’re an insurance agency owner considering selling your business, you’re likely looking to maximize its value. Selling an insurance agency can be a complex process, but with the right strategies, you can ensure a successful transaction that yields the...
Are you considering taking the leap into the world of insurance agency ownership in the state of Georgia? Whether you’re interested in independent agencies or captive agencies, acquiring an insurance agency can be a rewarding endeavor. However, it’s...
When it comes to reporting the sale of a book of insurance business, it is essential to understand the ins and outs of the process. This article is going to cover everything that’s need-to-know, but let’s start with the basics. What is a Book of Insurance Business? A...
Exactly how much does it cost to buy an insurance agency? There are many factors to consider when undertaking the purchase of an insurance agency, so getting a hold of all of them can put you in a better position to make an informed decision. Don’t let uncertainty get...
Securing an accurate valuation is an important step for those who are looking to buy, sell or merge an insurance agency. Without an accurate valuation, you’ll be leaving money on the table during the negotiation and transaction processes – but how do you best go about...
Figuring out how to sell your insurance agency is a complex process. It requires thorough preparation and consideration of various factors. Are you looking to retire or move on to new ventures? If yes, then it is essential to approach the sale strategically to ensure...
There is a process to ensure a successful transition when purchasing an insurance agency. Building a business transition plan after purchasing an insurance agency is vital to ensuring the success of the acquisition. Knowing what to pull from to create an effective...
An insurance agency book of business plays a crucial role in making your insurance agency the best it can be. Yet, the process of building a book of business can seem daunting, whether you are starting your own insurance agency or have an existing insurance business....
Merging with another insurance agency is a great business move. There are many benefits to merging with another insurance agency, from minimizing competition and increasing efficiency to expanding your product offerings and market range. While mergers can create a...
We are an experienced, independent consulting practice that specializes in all aspects of the sale of an insurance agency with emphasis on the Allstate & Farmers Insurance Company distribution model. Additionally, our professionals offer a wide variety of process delivery for the agency owner which supports all agency operations. Our consultants have over 150 years of experience in the industry with a proven track record of success!
