Going through insurance agency listings is the first step to acquiring an insurer, but it’s not the only step. You’d also have to go through their roster of agents and see which ones are performing well for the company. In other words, you look for those that have the...
Insurance companies shoulder plenty of risk for their clients. You will inherit this obligation when you successfully purchase an insurance company. This is the first thing you’ll learn when you tap an insurance agency consulting firm to advise you on the purchase. ...
Buying an insurance agency to start your business journey can be very exciting. You have spent days and nights thinking about this decision – you can’t wait to do it finally. But while all the glitz and glamour are beautiful to see, have you honestly considered if...
You have spent a significant amount of time looking for insurance agencies for sale in Dallas/Fort Worth, TX. You have chosen your best bet – the one you see will give you the highest return on your investment. Now, your challenge is to run the business. Does...
So, you’ve spent years of your life building your insurance empire, and now that you’re nearing 60, you know it’s time for you to make an exit. While preparing for retirement as an employee should not entail much work, it’s not the same story...
While an insurance agency purchase is an exciting business endeavor, customer attrition should be something that you should be mindful of. With the change in management, some customers may cancel their policies and go to a different insurance company they see as...
There are many insurance agencies for sale in San Antonio, TX, and knowing which one to purchase can be a tough decision. You need to consider several things, making it difficult to know where to start. However, when you get help with agency and business valuations,...
Buying an insurance book of business is a proven method to expand your business and cater to more people. However, not all insurance agency businesses for sale will promise to yield great results. Some may not fit your specialization, while others are in terrible...
There are many options to choose from when it comes to finding a good insurance agency. You can go with a brand you recognize and trust, or you can take a chance with an agency that offers better prices. You can also review insurance agency listings online and make...
Buying an insurance business for sale is an exciting prospect, but it also involves a lot of hard work. You’ll have to conduct thorough research, talk to many people, and review piles of documents so that you can make an informed decision about whether to buy...
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!
