In the private insurance mergers and acquisition market, some sellers elect not to work with an advisor. This decision, made at a crucial moment in the financial trajectory of the seller, is almost guaranteed to leave them comparatively poorer….
Are you wondering if you should sell your independent insurance agency in 2021? Under the new administration and ongoing economic strain from the COVID-19 pandemic, you likely have many factors to balance as you make your decision. Here are the…
In 2021, Springtree Group’s clients have a once-in-a-lifetime opportunity to benefit from the limited-time highly enhanced SBA loan programs. Designed to boost the economy during the pandemic, the 2021 Economic Aid Act has given Springtree Group added power to financially…
As the insurance industry continues to experience temporary shifts due to the pressures of the pandemic, we have been approached by agency owners who want to sell their insurance book of business but aren’t interested in retiring immediately. Springtree Group…
As we welcome 2021, we must consider the challenges that have affected the insurance sphere during 2020. Springtree Group remains prepared to assist insurance agency sellers and buyers alike despite any shifts in the landscape. We have listened carefully to…
If you’ve decided to wait to sell your insurance agency due to the uncertainty of the economic landscape, there are multiple things you can do in the interim. Think of this time as bonus preparation time and enact these improvements…
As the owner of an independent insurance agency, you likely intend to sell your agency at some point in the future. Retirement, a change in career, or the desire to move into a less demanding role within the business are…
Springtree Group has received multiple queries as to whether or not the current market is solid enough to begin the process of selling an insurance agency. Believe it or not, the market for selling your private agency is still promising…
Is buying an insurance agency a good idea during a pandemic? During any period of economic adversity, there have been investors who have made thoughtful and well-prepared financial decisions that have allowed them to emerge from the chaos with increased…
Despite the less-than-stellar financial status currently being reported across other private sectors, insurance mergers and acquisitions remains one of the few areas of the economy still reporting reassuring figures. Because insurance remains legally required for nearly all aspects of life,…