Strategies

Despite expectations that the independent insurance agency mergers & acquisitions market will cool, the pool of buyers is broadening. Here’s why agency M&A remains attractive.

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

Consolidation has become the new normal. See what’s driving it, and why more independent agency owners are quietly reassessing valuation, succession, and future partnership options.

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.

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.

Contingent compensation can be significant but unpredictable, particularly amidst the hard market and frequent catastrophes.

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