Sell your insurance agency with confidence
Discover how we will work with you to implement proven strategies designed to maximize sale value, create perpetuation plans, and preserve control so that you create a lasting legacy under your terms.
We guide our clients to success
When looking to sell your book of business or your agency outright, a professional, pragmatic, and educational experience ensures that your best interests are in focus.
"Knowing what I know now...would I do it again? The answer is, unequivocally, yes."
We give you control of your agency sale
You deserve a partner you can trust to help navigate the complex process of selling your insurance agency. With our expert guidance and personalized approach, we provide comprehensive support at every step, from valuation to negotiations and finalization, ensuring a smooth and successful transaction that meets your unique goals and objectives - all while placing you in full control of the big decisions.
We revolutionize the insurance agency landscape by offering unprecedented sales models designed to keep you in control. With options including a flexible 50/50 split, trial periods for seamless transitions, and the opportunity for outright purchase, we give you the freedom to choose the perfect path for your agency's future success.
You should get the most you can for what you've worked so long to build. Our team of seasoned professionals utilizes strategic approaches and comprehensive market analysis to ensure you achieve the highest possible sale value for your agency, empowering you to make a smooth transition into the next chapter of your professional journey.
We understand the importance of preserving your agency's legacy. That's why we offer comprehensive services to help you create solid perpetuation plans to secure the future success of your agency, while preserving the trust and relationships you've built with your clients over the years.
Unprecedented Sales Models
We believe in empowering our clients by providing unique sales models that prioritize your control throughout the agency selling process. With our innovative approach, we ensure that you have the flexibility to make decisions that align with your vision and goals, while maintaining a strong focus on client relationships.
Trial Period
With our 50/50 split model, you can partner with a us and continue to benefit from your agency's success, while gradually transitioning into a new phase of your career.
50/50 Split
Our trial period option allows for a seamless transition, where you can test the waters and ensure we are the right fit for your clients, staff, and overall agency culture.
Outright Purchase
If you're ready to hang up your boots, our option for outright purchase allows you to move forward to a well deserved break.
Perpetuation Plans
Creating perpetuation plans goes beyond mere financial considerations. We provide comprehensive support to insurance agency owners in developing robust perpetuation plans that not only ensure a smooth transition but also maintain a continued sense of purpose, preserve your legacy, and pass on the agency to the next generation of leaders.
Preserving Your Legacy & Culture
Your agency's legacy and unique culture are valuable assets to be passed on to the next generation. Our perpetuation planning support focuses on identifying successors who share your vision, values, and commitment to maintaining the agency's culture, ensuring a seamless continuation of the legacy you've built. We work with you to establish comprehensive strategies that allow for a smooth transfer of relationships, knowledge, and agency-specific processes, preserving your legacy and ensuring client and employee retention during the transition.
Continued Purpose
Your agency is more than just a business; it represents years of hard work, passion, and dedication. Our perpetuation planning process involves exploring opportunities for you to stay involved in the industry, providing you with a continued sense of purpose and fulfillment. By identifying new roles or ventures that align with your expertise and interests, we ensure that your transition from agency owner to a new phase of your professional life maintains your self-worth and enables you to contribute to the industry in meaningful ways.
Maximize Agency Sale Value
In our experience of over 50 agency acquisitions, we have prioritized delivering the best price and overall experience when insurance agency owners choose to sell their agency to us. With our commitment to transparency, fairness, and personalized attention, we strive to create a seamless and rewarding selling process that not only maximizes financial gains but also ensures a positive transition for the agency owner.
Personalized and Supportive Experience
Selling your agency can be an emotional journey. Because of this, we strive to provide a positive and supportive experience for agency owners. Our team of professionals provides personalized attention and guidance, walking you through every step of the selling process, and addressing any concerns you may have. We promise a smooth and supportive transition, ensuring that you control the triggers of when you're ready to sell.
Competitive Pricing
We understand the significance of receiving a favorable price when selling your insurance agency. Through thorough market analysis and valuation expertise, we determine the true value of your agency, ensuring that our offer reflects its worth accurately. Our commitment to fair and competitive pricing means that you can trust us to provide the best possible financial outcome for your agency sale, delivering a deal that meets or exceeds your expectations.
A proven history of agency sale success
Our rich track record of facilitating successful sales of insurance agencies is backed by tangible proof and seasoned experience. Trust in our proven strategies and comprehensive support to help transform your business aspirations into success.
Dylan Patterson
Position, Company name
Take the next step in your agency sale and perpetuation
Explore our revolutionary models and expert guidance to help you maximize the sale value of your agency while ensuring you maintain a continued purpose. Contact us to help you achieve your goals through our comprehensive suite of services. Take the first step towards a bright future for you and your agency by partnering with us.