Selling Your Insurance Agency
If you’ve started your insurance agency from the ground up and created enough financial growth to support your family in retirement, you’re ready to do exactly that: retire. The only problem is that selling a small to medium-sized independent insurance agency isn’t always easy. Take a look at how Springtree Group can help.
Real-Time Valuations
We do more than calculate your annual revenue potential and make adjustments for EBITDA. Because we’re in the business of facilitating mid-size insurance agency M&As, we’re able to provide real-time valuations based on how your insurance agency fits into your niche and local markets and what buyers are actually willing to pay. Before listing your insurance agency for sale, we ensure that we’re leaving no money on the table while assessing its value.
Connections With Viable Buyers
Selling a mid-size insurance agency without an advisory company like STG can be challenging, mainly because buyers often struggle to secure proper financing. Banks typically don’t want to provide loans for acquisitions of this size, and no seller wants to accept seller notes over the course of several years. We have connections with real, viable buyers across the nation, and we’re able to provide the financing necessary to facilitate these sales.
Knowledgeable Deal Negotiation
The Springtree Group team has extensive experience with both mergers and acquisitions and can help you negotiate the terms that perfectly reflect your goals. Are you looking for a full exit or do you want to take on a transitional role for a few years after the deal closes? Are you handing over full ownership with no stipulations, or do you expect the buyer to honor certain promises made to your staff? From building your CIM to coordinating the Q&A with potential buyers, we make sure you’re a step ahead from start to finish.
Advocacy for Mid-Size Insurance Firms
Buyers enjoy working with STG because we direct them to the most lucrative and promising mid-sized insurance agencies that can expand their verticals or service areas. Plus, we streamline buyer financing in an economic climate that isn’t always easy to navigate. While it’s beneficial for buyers to participate in our M&A services, we will ultimately represent you (the seller) throughout your transaction. Because we specialize in buying and selling insurance agencies with annual revenues of less than $5 million, we’re able to maximize your profits and minimize roadblocks in what would otherwise be a tough and competitive market.
Can Springtree Group Help You Meet Your Goals?
Industry statistics reveal that mid-size agencies sell for 55% more when they partner with advisory teams like Springtree Group. As you can see, we can do more than reduce your stress during your insurance agency sale. Our expertise and connections ensure that you’ll find the ideal buyer with reliable funding that will allow you to retire with ease. Contact us today to get started.
