Agency Perpetuation

We help insurance agency owners achieve the goals they desire, whether it is buying, selling or merging. Traditional M&A firms focus on the numbers. Our approach is to also design a path that not only maximizes value, but helps achieve the personal, professional and business goals that are also important.

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Successfully navigating insurance agency owners through the business exit process.

Services

We provide a variety of services to help agency owners through the business exit process.

Workshops

We offer workshops led by leading industry experts, specifically designed for insurance agencies. Click here to see upcoming dates.

Business Exit Strategy Planning

M&A Consulting

We can provide various services including: Consulting and Analysis, Seller Advisory Services and Representation, Buyer Advisory Services, and Transaction Consulting.

Online Training

More information coming soon.

Workshop

This workshop is specifically designed for insurance agencies and the unique challenges that owners face with a business exit strategy. Leading industry experts will share their experience in what works and what does not work when it comes to agency perpetuation. Topics include: