Acquisition Consulting for Independent Insurance Agencies
Are you considering purchasing or selling an agency? Our experience in insurance industry acquisition and sales can provide you with an edge in a competitive market. We serve as a strategic partner to agency owners, offering a full range of services tailored to every step in the buy/sell process.
Acquiring and selling an agency is a big decision, one that requires vision, strategy, persistence and patience. Each step in the process comes with its own checklist, timeline, expectations, and - sometimes - potentially unforeseen complications. Having an advisor alongside you can be invaluable. We offer experienced insight, keep the process on track, and ensure your best interest is consistently represented.