In the ever-evolving North Carolina independent insurance industry, entrepreneurs and established agencies await many opportunities. Energia Partners, dedicated to fostering successful ventures, presents an extensive exploration of the multifaceted market within the...
The world of insurance agency acquisition is an ever-changing landscape that requires a focused strategy to stay ahead of the curve. So, discovering the best tactics for how to find insurance agencies for sale gives you a leg up on the competition and a clear path to...
Acquiring an insurance agency is a strategic move for entrepreneurs, investors, and professionals looking to establish a foothold in the dynamic insurance market. Whether you’re a seasoned pro or a first-time buyer, this checklist will guide you through 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...
Buying an insurance agency can be a smart investment for individuals or businesses looking to expand their portfolio or enter the insurance industry. However, there are several tax implications to consider when acquiring an insurance agency and navigating the tax laws...
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...
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!
