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Insurance Agency Valuation: Why Multiples Can Be Misleading
Jane sold at an 8x multiple, while Joe boasted a 12x. At first glance, Joe seems to have come out on top. But what if we told you Jane actually pocketed millions more? The secret lies beyond the multiple – in the often-overlooked power of business profitability, measured significantly by EBITDA. This post will unpack why focusing solely on multiples can be a costly mistake for insurance agency owners.
2 min read


Avoid the First Offer Trap: Selling your Insurance Agency
Selling your insurance agency? Your first offer might not reflect your true value. Learn how one owner got 26% more—with the same buyer.
2 min read


Multiples vs. Margins: What REALLY Matters when I sell my insurance agency?
Multiples vs. margins: What truly impacts your insurance agency's sale? Learn why focusing on profit margins, not just multiples, can lead to a significantly higher payout.
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
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