Trusted Financial Advisors to the Insurance Industry
Sukay & Associates is focused on assisting our clients with an insurance agency valuation and ultimately the successful sale of their business.
Sukay & Associates, Inc. is a financial advisory firm that focuses exclusively on representing insurance agencies and brokers in business transactions including insurance agency valuation. Whether you’re selling an insurance agency or looking to buy we can help! We work closely with a limited number of clients, at one time, to ensure that we exceed expectations and deliver superior results.
Contact us via the form below so we can assess your situation to see if we are a good fit for you.
Selling an Insurance Agency
Realizing Maximum Value
We work closely with a limited number of clients at one time to ensure that we exceed expectations and deliver superior results. Sukay & Associates was founded because of a real need for advisors who have been responsible for the execution and the post-closing success of a merger partner. Our goal is to make sure that we find all the right answers not just the first right answer. If you are looking for experienced insurance agency valuation and financial advisors who will work tirelessly on your behalf, please contact us.
The Value of Your Agency
As a firm, we believe an accurate valuation is part of our responsibility and the foundation of a great working relationship – even if that is further in the future.
Featured Case Studies
Early in 2021, we had the privilege of representing Pablo Beach Insurance in their sale to Patriot Growth Insurance Services. Life After The Sale Now that it has been a few months into the transition, we caught up with PBIG'S PRESIDENT, Shaun Murphy to discuss life...
Sukay & Associates Represents Pablo Beach Insurance Group in its Sale to Patriot Insurance (April 27, 2021, Lewes, DE.) – John Biasiello, President of Sukay & Associates announced today that his firm acted as the financial advisor for Pablo Beach Insurance...
What a great conversation with Mel Warren on our recent episode of "3 Questions". Mel provided some very meaningful insight into the process of selling his agency and what life is like after the sale. Our favorite statement (paraphrased): “Between the partners, we had...
Our Unique Difference