Selling your agency for maximum value doesn't mean going at it alone. Working with a partner like Legacy Advisors is a value-add that allows you to leverage an expansive network of buyers, a team of experts who have done this before, and a proven process.
Don't just take our word for it, hear what our clients have to say.
Understand why agency
owners decide to sell their businesses.
Selling your business doesn't have to mean it's the end of the road. There can be many motivators to sell based on your personal goals. In these videos, agency owners share why they decided to sell their businesses.
Selling your agency for maximum value doesn't mean going at it alone.
Agency Owner Stories from the Sale
Working with a partner like Legacy Advisors is a value-add that allows you to leverage an expansive network of buyers, a team of experts who have done this before, and a proven process.
Don't just take our word for it, hear what our clients have to say.
Selling your agency for maximum value doesn't mean going at it alone. Working with a partner like Legacy Advisors is a value-add that allows you to leverage an expansive network of buyers, a team of experts who have done this before, and a proven process.
Don't just take our word for it, hear what our clients have to say.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Working with a partner like Legacy Advisors is a value-add that allows you to leverage an expansive network of buyers, a team of experts who have done this before, and a proven process.
Don't just take our word for it, hear what our clients have to say.
Gain insights
from ournewsletter.
Gain insights
from ournewsletter.
Gather the data.
Legacy Advisors offered strategic recommendations to this agency owner that resulted in a $2.7MM higher sale price.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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