If you are one of the many private insurance agency owners who plans to sell as part of your retirement plan, it is essential that you successfully time the sale of your insurance agency. Your long-term comfort and security will…
When you decide to purchase an existing business, it’s important that you narrow your acquisition targets to two or three sectors. By being selective about the markets that are ideal for your skills and interests, you can quickly target…
The Springtree Group team has done a lot of reflection on the most common reasons insurance M&A transactions fail. Today, we’ll share what we consider to be the top 5 reasons for failed M&A events in the hopes that our…
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…