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.
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.
The Florida-based insurance broker is expected to close the $9.8 billion cash-and-stock deal in the third quarter of 2025.
Our industry has been witnessing intense consolidation for at least the last decade, but we have never seen this type of activity at the top of the market. Will these mega deals usher in a new era of deal-making?
