Acquiring an Agency

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.

A revenue acquisition can compress years of organic growth into a few short years and dramatically increase an agency’s value.