Thinking About Selling Your Insurance Agency? Don't Jump at the First Offer!

You just landed an offer to sell your insurance agency.

It looks good. Maybe even great.

Your hard work is paying off, right?

Hold on a second.

Because for most insurance agency owners we talk to, with the first offer to buy your insurance agency comes a whole bunch of other thoughts and questions:

• Am I really getting what I deserve for what I've built?

• Are there hidden details in this deal that could bite me later?

• Could there be a better offer out there I don't even know about?

• What's going to happen to my team? Will the new owners get their culture? Will I even like working there?

Sound familiar? You're not alone.

The agency owner in our latest video was in the exact same spot. A "fantastic" offer in hand. But he felt like there was more to the story.

And guess what? He was right.

By partnering with us, here's what happened:

• We dug deep into his financials: Uncovered hidden value he hadn't even considered.

• We tapped into our network: Showed his agency to a wider pool of serious buyers.

• We went to the mat in negotiations: Resulting in a 26% INCREASE on that already "great" offer – from the same buyer!

• But the real win? He ultimately chose a buyer who was the best fit for his team's culture and his long-term vision. The highest bidder wasn't the right partner.

Here's the truth: That first offer is a starting point, not the finish line. Don't let the temptation of a seemingly good deal stop you from exploring what's truly possible.

Selling your agency is a huge decision. Let's make sure you get it right – financially and for your future.

Curious about your options? Let's have a confidential chat. Legacy Advisors is made up of former agency owners who get what you're going through. We're here to help you navigate the process and achieve your goals.

Talk to an Advisor