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Selling your agency? Start here.
Thinking about selling your insurance agency? This is your starting point. Find essential resources and guidance to navigate the initial steps of the selling process.
Should I Sell My Insurance Agency?
Most agency owners we meet have hesitations about selling their business and for good reason. Asking the right questions and learning more a
2 min read
Thinking About Selling Your Insurance Agency? Here Are 3 Wins You Need to Get Right
Selling your insurance agency is a big deal. It’s not just about cashing out—it’s about protecting what you’ve built and setting yourself...
3 min read
The Vocabulary of a Deal: What is a Pro Forma?
In the world of insurance agency M&A, the term "pro forma" holds significant weight. But what is a pro forma, and how is it used?
2 min read
De-Risking Your Insurance Agency Sale: Essential considerations for a smooth transaction
How to de-risk when selling your insurance agency In this post we will discuss how to de-risk your insurance agency sale and protect...
3 min read
Discover Your Options for Exiting Your Insurance Agency
Every insurance agency owner has a different strategy and timeline in mind when it comes to their insurance agency exit. Whether you plan...
1 min read
Selling your Insurance Agency: Your Top Questions Answered
In this session, Legacy Advisors partners address the top questions insurance agency owners have when selling their businesses.
1 min read
Here are 3 misconceptions people have about selling their insurance agency.
1. Misconception: A sale means it’s the end of the road. Selling your agency doesn’t have to mean it’s the end of the road. Many agency...
2 min read
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