Selling an Agency

Not planning to sell—but thinking ahead? This market brief explains why independent agency owners are re‑examining value, timing and long‑term positioning.

Not planning to sell—but thinking ahead? This market brief explains why independent agency owners are re‑examining value, timing and long‑term positioning.

Whether out of fear or the false belief that there’s always more time, most agency owners make the same three mistakes in succession planning.

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.