Insights

After seventeen years in insurance and financial services, including extensive work facilitating agency acquisitions, I've seen deals from both sides of the table. What strikes me most is the information gap between buyers and sellers. Agency owners approaching succession often walk into negotiations without understanding what buyers already know, and that knowledge gap can cost you hundreds of thousands of dollars. Here's what buyers won't volunteer during those early conve

The insurance agency M&A market continues to defy broader economic headwinds, maintaining remarkable momentum that shows no signs of slowing. For agency owners contemplating their succession options or simply wanting to understand their agency's position in today's market, the current landscape presents both unprecedented opportunities and important considerations. Record Transaction Volume Continues The insurance distribution sector has experienced explosive M&A activity ov

Selling your insurance agency is one of the biggest decisions you'll make in your career. After building client relationships and a profitable book of business over decades, you deserve to know exactly what happens next—to your team, your clients, and your legacy. The problem? Many agency owners focus solely on the purchase price and miss critical questions that determine whether a deal actually works for them. Before you sign anything, here are the essential questions to as