Whether you decide to perpetuate internally, foster a funded business handoff to your successors, or go with an external sale, one thing is certain: There are several key steps you’ll need to take to maximize your agency’s value.
Integrating another agency into your operations presents both tremendous opportunities and significant challenges for employees and management alike.
For agency owners contemplating perpetuation, a sale or simply benchmarking their business value, understanding the four trends is critical for business planning.
For agency owners preparing for a sale, planning succession or assessing their competitive standing, it’s more important than ever to understand the forces that drive an agency’s valuation.
Communication is the name of the game in the challenging coastal insurance market—and Kelley Carter, a communication and business major, has applied that wholeheartedly.
As errors & omissions from post-merger & acquisition missteps rise, here are four ways agencies can reduce exposure after a deal is done.
Independent insurance agency mergers and acquisitions slowed in the first three quarters of 2025, a 7% decrease from the same period in 2024.
A revenue acquisition can compress years of organic growth into a few short years and dramatically increase an agency’s value.
Independent insurance agency mergers and acquisitions are stabilizing after years of frenzied activity, but remain above pre-pandemic levels.
An independent agency valuation is the key to determining your agency value, and can also help you understand what levers you can pull to increase value over time.
