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How Insurance Agency Owners Should Think About Growth, Valuation, and Exit Strategy
How should insurance agency owners think about growth, valuation, and exit strategy? In this in-depth conversation, Legacy Advisors shares perspective on financial clarity, staffing, valuation drivers, and the decisions that shape long-term outcomes long before a sale is ever on the table.
3 min read
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
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