Is the M&A Environment Good or Bad for Your Agency?
For some, it is the best of times; for others, it is the worst of times. Here are the factors that influence your opportunities.
For some, it is the best of times; for others, it is the worst of times. Here are the factors that influence your opportunities.
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.
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.
Agency mergers & acquisitions activity slowed to 148 deals in the first quarter of 2026, according to OPTIS Partners, who believe the decline is bottoming out.
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.