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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 after the sale.

It Starts with a Valuation

As Financial Advisors who represent insurance agencies and brokers in business transactions, one commonly asked question we get is How much is my agency worth?”

It is one topic that each and every agency owner wants to discuss. It would be nice if we had one simple answer. Unfortunately, there is no simple answer.

It is impossible to estimate the value of an insurance agency without performing a financial analysis. Earnings of an agency are the main influencing factor, however, there are 9 factors that we take into consideration.

As a firm, we believe in answering the question above is our responsibility and the foundation of a great working relationship – even if that is in the future. Because of this, we unlike most firms, offer free insurance agency valuations for those who qualify.

You can contact us directly to discuss this process or continue reading below if you are still unsure.

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