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How to increase the value of your business before you sell your insurance agency

How to Increase Your Agency Value Before You Sell

When it comes time to sell your insurance agency, you want to get top dollar for the business. Whether a prospective buyer agrees with you about what the agency is worth is a different matter. The current practice for agency valuations is more complicated than just calculating a multiple for retained commissions. Discover what prospective buyers are looking for, and how to drive significant value for the business in anticipation of a sale.

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Independent Insurance Agencies for Sale – July 2017 Edition

National insurance M&A activity so far this year has been robust, outperforming 2016. A number of national insurance brokerage houses reported the closing of significant deals in the last 30 days. The listings below are a small sample of the many new independent insurance agencies for sale discovered through our research or provided to us during the last month. Upon request, we will provide Registered Buyers access to previous month’s and off cycle listings.

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Independent Insurance Agencies Sales Alerts – June 2017 Edition

National insurance agency M&A activity so far this year is trending on par with the hectic pace experienced in 2015 and 2016.Our research reveals several key primary drivers, including the participation of even more private equity groups, relatively low lending interest rates, and demographics the current agency owner population. Leveraging our relationships with more than 5,000 sell side intermediaries, along with in-house and outside research, and other sources, we have put together this month’s list of the latest independent insurance agencies for sale.

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Independent Agency Sales Alerts – May 2017 Edition

Private Equity money continues to pour into the insurance space. Primarily because of this significant PE activity in the insurance M&A marketplace, acquisition values are at all time highs. In this competitive acquisition market, it takes a concentrated mix of tactics and quick reflexes to develop adequate deal flow. The listings below are a sample of some of the new independents discovered through our research during the last 30 days.

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Should you buy a book of business?

Why Buy a Book of Business?

If you dream of running your own insurance agency, you can follow various paths to make the vision a reality. You could start from scratch and build your client base, purchase an established agency, or purchase a book of business. The latter option often provides an easy point of entry for brokers who are just starting out, as well as a cost-effective option for those who want to expand an existing agency quickly.

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Exit Your Insurance Agency Gracefully

How to Plan a Graceful Exit from Your Insurance Agency

A good business exit strategy can take years to come together, because businesses are the least liquid investment you can make. Much of the value of your insurance agency resides in intangible elements, like your relationships with vendors and clients, your ability to manage employees, your attention to detail, and your vision for the future. If you are considering selling your insurance agency, you need a great exit strategy to ensure that you get the full value of your business.

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Independent Insurance Agency Sales Alert – March 2017

The M&A market activity in the segments of our focus is average for this time of year, and we see the seller’s market for insurance agencies continuing for some time. Asking multiples in the last 12 months have been trending higher. The listings here are a sample of the new independent leads developed by our staff, discovered through our research or provided to us during the last 30 days.

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