Business Resources

Out of the more than 400,000 insurance agencies in the U.S., most of them have annual revenues of less than $5 million. On average, insurance agencies based in the U.S. generate $1 million annually. Springtree Group specializes in assisting owners of these small to mid-sized agencies because of the unique financial and managerial challenges they often encounter in their efforts to structure the sale of their agency.

Springtree Group offers a full spectrum of M&A and financing services created specifically to assist insurance agencies reporting less than $5 million of annual revenues.

Industry analysis has revealed that agencies valued at $1 million and below sell for 55% more when the agency owner worked with a skilled advisor team like Springtree Group. Conversely, agency owners who chose to handle all aspects of selling their agency without the help of an advisor/intermediary did not experience such high sales prices.

Download our General Capabilities brochure to learn more.


Insurance Agency Financing Solutions

The average age of the American insurance agency owner is 59, and 75% of them plan to retire in the next ten years. Despite the pool of fully financed buyers actively searching for health agencies to acquire, few lenders will underwrite deals in this space.

Springtree Group is uniquely qualified to assist agencies with annual revenues of less than $10 million through our broad range of options for mergers, acquisitions, and transition financing. Our decades of experience, commitment to strict confidentiality, and long-established relationships with multiple lenders make our firm the ideal partner in your work to structure a successful business transfer.

Download our Financing Solutions brochure to learn more.

To structure a successful business transfer, or for assistance with insurance agency financing, call Springtree Group at 972.395.8811 or use our online contact form to send us a request.