Question 1

I have considered going to market on my own. Why should I work with Legacy?

Accepted Answer

To remove doubt and increase their level of confidence, many of our clients choose to work with us after receiving offers directly from buyers. In these cases, on average, we obtain offers that are 30%+ higher.

https://www.youtube.com/watch?v=PvI6n6FGPMg

Question 2

I am ready to take the first step. What does the beginning of your process look like?

Accepted Answer

We start the process by getting to know you, your business, and your goals. During this conversation, we equip you with insights about the current market and educate you on our process. If you wish to get a  sense of what a buyer might pay for your business we’ll then obtain financials under NDA and provide a valuation.

Question 3

How do you determine the value of my business?

Accepted Answer

In most cases, we value an insurance agency off of a Pro Forma EBITDA multiple. Depending on your profile and your ideal buyer profile, we may consider other strategies.

Question 4

How do you maintain confidentiality throughout the sale process?

Accepted Answer

Prior to obtaining financials for a business valuation, we sign mutual NDAs with all our clients. We also have all prospective buyers sign mutual NDAs before providing them with any client information.

Question 5

What will be my level of involvement, what should I expect Legacy to do, and how frequently can I expect updates?

Accepted Answer

Running a business is a full-time job. Selling a business (confidently) is also a full-time job. It’s hard to do both well at the same time. Throughout the process, we spend time setting expectations, educating, and prepping our clients so they know what to expect. We take on the heavy lift throughout the journey and provide updates on a daily or bi-weekly basis.

Question 6

Do you provide guidance on the transition period after the sale, including how this impacts my employees and clients?

Accepted Answer

We have been in your shoes and understand the nuances that come with selling your business. As your partner, we can provide guidance and advice that goes beyond the transaction.

Question 7

What does it cost to work with Legacy Advisors?

Accepted Answer

We believe in alignment. The only time our clients pay us is upon their successful close. On average, we generate 30%+ more value for our clients, inclusive of our fees, compared to offers they received previously.

Hear from our

clients.

Hear from Agency Owners

Hear from our

clients.

Selling your agency for maximum value doesn't mean going at it alone.

Selling your agency for maximum value doesn't mean going at it alone.

Hear from

Agency Owners

Understand why agency

owners decide to sell their businesses.

Selling your agency doesn't mean it has to be the end of the road. This agency owner wanted to find a partner that would help accelerate her agency's growth.

Sell your agency to stay in the game and accelerate growth.

Selling your agency 3-5 years before retirement can help maximize the value you receive for your business. By taking action now, you can ensure a comfortable future for yourself and your loved ones.

Sell your agency today, to de-risk in the future.

Selling your agency can give you the opportunity to explore new challenges beyond the insurance industry, no matter what your age is.

Sell your agency to gain freedom and flexibility in your life.

Selling your agency doesn't mean it has to be the end of the road. This agency owner wanted to find a partner that would help accelerate her agency's growth.

Sell your agency to stay in the game and accelerate growth.

Selling your agency 3-5 years before retirement can help maximize the value you receive for your business. By taking action now, you can ensure a comfortable future for yourself and your loved ones.

Sell your agency today, to de-risk in the future.

As an agency owner you wear many hats, from HR rep to accountant and everything in between. A partnership with the right buyer can help remove some of those tasks from your plate allowing you to focus on what you do best.

Sell your agency to stay in the game and gain more resources.

Managing an insurance agency requires significant time and energy, which can detract from family life. Selling the business can provide an opportunity to reclaim those moments.

Sell your agency to focus on family.

Selling your agency can give you the opportunity to explore new challenges beyond the insurance industry, no matter what your age is.

Sell your agency to gain freedom and flexibility in your life.

As an agency owner you wear many hats, from HR rep to accountant and everything in between. A partnership with the right buyer can help remove some of those tasks from your plate allowing you to focus on what you do best.

Sell your agency to stay in the game and gain more resources.

Get your questions answered.

Get your questions answered.

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Gather the data.

Timing the sale for maximum value

Our Process

30%+ more value

for our clients

Increasing offer values by $2.5MM

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Agency Owners