Frequently Asked Questions
Everything you need to know about buying or selling an insurance agency.
Common Questions
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The timeline varies depending on the size and complexity of the agency, market conditions, and buyer availability. On average, the process takes 3–9 months from initial listing to closing.
Agency valuations typically consider revenue, profitability, book of business composition, retention rates, and market conditions. We assist with a thorough valuation to ensure you understand the true market value of your agency.
No. We handle all marketing and advertising of your agency and maintain a network of qualified buyers. You focus on running your business while we find the right buyer.
We work with independent insurance agencies of all sizes, including P&C, life and health, and multi-line agencies across the Southeast and beyond.
Our fees are success-based, meaning we are compensated only when your agency successfully sells. Contact us for specific details.
Yes. We work with qualified buyers to identify suitable agencies, assist with due diligence, and provide referrals for financing and legal services.
Still Have Questions?
We're happy to walk you through the process. Reach out for a free, no-obligation consultation.
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