Thinking about selling your insurance agency? Hearing about crazy high sale multiples? Don't fall for the trap of direct comparison! This video explains why your agency's potential multiple is unique and why focusing on your profit margin is the smarter move for a successful exit.

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?

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...

Every insurance agency owner has a different strategy and timeline in mind when it comes to their insurance agency exit. Whether you plan...