If you've been pondering these questions or are simply looking for methods to finance the expansion of your agency, our guide can assist you in beginning the process!

In this FREE resource, you'll learn: 

  • What has caused the growth in M&A activity within the insurance industry 
  • Evaluating your agency's value and how to price your book of business
  • How EBITA is different from profit 
  • Conducting due diligence, the right way 
  • Considerations before you look for a buyer 
  • Navigating the legal and regulatory environment of selling your book of business 
  • Step-by-step guide to help you prepare for selling your business

Request your FREE copy of "Tell-Tale Signs It’s Time to Sell Your Insurance Business"

Whether you're ready to sell, trying to determine your agency's value, or just need funds to accelerate your growth- We have the resources to help guide you through the process!

Do You Know What Your Business is Worth? 

Do You Know What Purchasers Look for When Buying Books of Business?

How Can You Get the Most Out of Your Current Book?  What Multiples Can You Expect?

What Does Life Look Like After Selling Your Agency or Book of Business?

Seize the synergy, elevate your enterprise!

Selling a business is not a decision to take lightly and requires a series of key considerations, including timing, maximizing profit potential, navigating the legal and regulatory process and the emotional considerations. Let us help you find your way today!

Complete this form to request your FREE copy of "Tell-Tale Signs It’s Time to Sell Your Insurance Business"

Allow us to guide you through the intricacies of securing funding for your business or successfully selling your book.

How EBITA Is Different From Profit

Key Considerations To Maximizing Price

Finding The Right Buyer or Investor For You

Hitting Growth Benchmarks