Buying an existing Insurance Agency can be complicated and time consuming. It requires a firm understanding of current agency valuations, qualifications required to own an agency, lender requirements and requires much attention to detail. You’ll want to have a Buyer’s Agent that will streamline the process and maximize your success rate.
First in on new listings from CWB
Expert book valuation based on performance and market conditions
Ability to locate agency owners that may not be on the market to sell
Ability to work with lenders that understand the industry and have loan products dedicated to agency acquisitions
Expert deal and contract structure to provide you the best terms
Post-closing owner and staff training options
We streamline the complex process of buying and selling insurance agencies, ensuring clients meet all qualifications and valuation standards for successful transactions.