succession planning

Independent Agencies Sales Alert – December 2017

Welcome to the final edition of Springtree Group’s sales alerts for 2017! The current year has solidified itself as another record year for insurance agency M&A activity. In our view, agency ownership transitions will continue to accelerate. The current network of agency owners is dominated by owners in their 60s and 70s. If you happen to be in mid-career, you may be ideally positioned to benefit from the transition of agencies over the next few years. The lack of succession planning within the current ownership ranks is significant and will benefit those that are ready, practiced and financially prepared.

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