Strategies

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.

Just because the economy is unpredictable doesn’t mean it’s time to pull up the drawbridge and hide. Making smart moves to drive growth, both organic and inorganic, can keep a business thriving.

The recently enacted tariffs have introduced uncertainty into the insurance industry, including the agency mergers & acquisitions market. Here are three areas to monitor over the coming months.

While no one enters marriage with the prospect of divorce, it happens and can wreak havoc on an agency both operationally and strategically.

By Scott Freiday In the highly competitive and evolving insurance landscape, independent agency owners face a unique set of challenges and myriad capital needs to sustain their growth. As we head into 2025, there is a greater sense of urgency for agencies to invest in technology and talent and make strategic mergers & acquisitions (M&A). The average…