Want to sell and just move on from insurance?
We offer fast and competitive offers so you can start your next chapter in life within weeks in many cases.
Don’t want to leave the insurance industry but need help growing?
With us you can sell some equity in your agency, stay aboard, and let us help you grow.
Just thinking about selling.
Let us give you a free no obligation consultation on your agency.
While every insurance agency owner is a seasoned professional, few have the experience and knowledge to effectively sell their agency. As a trusted advisor I can help you navigate the complexities of an independent agency sale, including process and strategy, marketing, negotiations and more. What you want is someone who will advocate for you and your interests before, during and after the sale of your insurance agency. In fact I’ve helped hundreds of insurance professionals and agents just like you over the past 15 years.
Does your agency need to be valued ? When it comes to the value of an insurance agency, there is no single approach that fits all situations. This can make the decision-making process regarding how much a business or property should be worth confusing and complicated. There are numerous factors that affect the agency consultation process including location, product mix, growth potential, economic climate and more.
The decision to sell your agency is a big one. You’ve spent countless hours building your business from the ground up and it’s your passion. But maybe you are ready for something new in your life, or maybe you need cash flow to pursue a new direction professionally. What if there was another way? We can buy your agency and you can continue to be involved with no interruption for the client or staff. Your clients would have the same agent , who cares about them like you do, working on their behalf.
Our team has over 30 years of experience in insurance. We are licensed in all 50 states and have locations throughout the US. We specialize in marketing and when it's time to give your customers options, we have access to just about every insurance company. We're also one of the fastest growing privately held insurance brokerage in the U.S. over the past 3 years.
While every insurance agency owner is a seasoned professional, few have the experience and knowledge to effectively sell their agency.
Address
1900 Corporate Blvd NW Suite W 300,
Boca Raton, FL 33431
1025 Old Country Rd, Westbury, NY
11590
Phone
(877)926-4177
Hours
M-F 9am to 6:30pm