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.

Assisting Successful Insurance Agency Perpetuations Since 1985

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.

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Legal Outsourcing

Selling an Insurance Agency

There are some critical areas you should consider before putting your insurance agency up for sale. Neglecting what we refer to as “The 9 Indicators of Value” could cost you tens of thousands, if not hundreds of thousands, of dollars.

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 deal. Most advisors are not experts in creating value for their clients. 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. Because of this we, unlike most firms, offer free insurance agency valuations for those who qualify.

Request Your Agency Valuation

Featured Case Studies

The tangible ROI when working with Sukay & Associates

Sukay & Associates Represents Pablo Beach Insurance Group

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...

Life After the Sale: Mel Warren

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...

Life After The Sale: Jeff Lejfer

A year after the sale – what went right, what would he have changed, and what can others learn from his experience? We had the honor to represent Jeff Lejfer of RT New Day and his partners in the sale of their business, and we thought it would be a valuable discussion...

Our Unique Difference

We are not a “sell” focused advisor. We believe strongly in our company and our approach. The primary things that make us different is our Commitment to achieving our client’s goals and the Experience we have gained throughout our professional careers.

Executive Team

We have built our careers on the premise that personal integrity is the foundation for success. The sale of your business may be the single most important decision of your career. These are the executives who will guide you through that process.

Tom Sukay

CEO

LinkedIn

John Biasiello

President

LinkedIn

Satisfied Customers

“Tom & John realized that CBS was our life work and they were aware of the emotional challenges that we faced while making the decisions. Our final deal was more complicated than most transactions. Tom and John organized a plan which made its execution easier on all parties. I highly recommend Sukay & Associates as an advisor if you are planning to perpetuate your agency.”

Gerry Levy

President and CEO, CBS Coverage Group

“When we came to negotiate our sale to Brown & Brown, the process was difficult for us on so many levels, but most of all on an emotional level since we have been in business for over 103 years. We could not have navigated through this process without the help of Sukay & Associates, Inc. They not only helped us through the financial and operational hurdles, but were able to use their experiences to assist us in the emotional and transitional part of the process.”

Markham Rollins III

The Rollins Agency

Start a Discussion

Contact us to have a confidential no-strings-attached conversation.

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13374 Coronado Dr.
Naples, FL 34109

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35025 Salem Court
Lewes, DE 19958

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215-208-8519

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