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Commercial vs. Personal Lines: What Drives Insurance Agency Valuation?
While commercial lines agencies can attract higher multiples, personal lines firms shouldn’t be underestimated. With the right fundamentals—like growth, leadership, and scale—a personal lines agency can outshine its commercial counterpart. In this post, we unpack what really drives insurance agency valuation and why it’s about more than just the line of business.
3 min read


Choosing the Right Buyer for your Insurance Agency: Exploring Buyer Profiles
Who will be the best fit to acquire your insurance agency? The landscape of potential buyers is diverse, ranging from large, established firms to smaller, more nimble partners. In this post, we'll delve into a comparative analysis of the distinct advantages each buyer profile can offer.
2 min read


Want to increase the value of your insurance agency before you sell? Start here.
Want to unlock hidden value in your insurance agency? Buyers are actively seeking agencies with specific characteristics, and the good news is, you can start cultivating those traits now. We'll reveal three powerful actions you can take immediately – including picking up the pace of growth and eliminating unnecessary expenses – that will directly contribute to a higher sales price down the line.
2 min read


Selling Your Insurance Agency: Cash vs. Equity
Should you only take cash when selling your insurance agency? Explore the powerful advantages of equity in acquisitions for maximizing your sale and future growth. Discover why savvy agency owners are looking beyond just cash.
3 min read
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