Selling Your Insurance Agency? DON’T SETTLE FOR THE FIRST OFFER!

You’ve received an offer for your insurance agency at a moment when you’re truly ready to sell. Should you jump on the first opportunity that comes your way, or explore the marketplace? With Springtree Group, you can investigate all of your options without risking existing offers. Find out why it’s worthwhile to partner with an M&A advisor like Springtree even when your insurance agency has early buyer attention.

Navigate Your Sale Confidentially

Did you know that only 10% of agency transactions are made public? It’s no wonder that so many insurance agency owners are reluctant to investigate the marketplace to find out not only how much their agency might be worth to potential buyers, but also who those buyers are. By partnering with STG, you gain inside access to our network of buyers and sellers without having to announce your plans publicly.

Find Buyers Who Align with Your Goals

What are the odds that your very first offer comes with not only the dollar amount you deserve, but also the short-term and long-term plans you’re looking for? Not all sellers want to step down the second they close the sale. Not all buyers want to take over without at least a few months of transitional leadership in place. By accessing our network of buyers, you can carefully assess buyer goals to find the best financial and structural alignment moving forward.

Streamline the Due Diligence Process

How can you be sure that the agency making that quick offer can actually follow through? Insurance agencies have an exceptionally hard time securing bank loans due to the limited collateral they have to offer in exchange. Small to medium-sized US insurance agencies may not have enough financial leverage to fund an acquisition independently. STG aggressively vets buyers to verify that the purchase of your insurance agency is feasible before negotiating final contracts.

Ensure Payment with STG Buyer Funding

Unlike some M&A advising firms, STG doesn’t just pair insurance agency buyers with sellers. We’re able to engage in the due diligence because we have a direct hand in the viability of the sales we facilitate. Because it can be so difficult for insurance agencies to secure traditional funding, we provide funding resources in-house.

Net 55% More for Your Insurance Agency

When a buyer is working with limited funding opportunities, they’re more likely to pressure sellers to release their agencies at a lower cost. Our funding resources play a big role in our sellers average netting 55% more than sellers who don’t work with an M&A advisor. Suddenly, that first offer may not seem so appealing when you realize you could potentially double it.

Call Springtree Group and Sell for More

That first offer may generate excitement, but that doesn’t mean you should act fast. With Springtree Group, you can explore what the insurance agency buyer marketplace has to offer and secure the best deal for your small to mid-sized agency. Contact us today to learn more about the role an M&A advisor can play in your insurance agency sale.