your Buying agent

Why engage us as your Buyer’s Agent?

Our team has decades of experience buying, selling and operating Insurance Agencies. Give us a call.

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.

Acquisitions of existing agencies are at an all-time high due to the immediate returns and established business operations.

Benefits of engaging us as your Buyer’s Agent

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 can ensure you purchase the right book, at the right cost, with the best terms.

Thinking of buying? Schedule a confidential call with us today.

LOOKING FOR AN EXISTING AGENCY TO BUY?

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