Insurance M&A Articles

How to Value an Insurance Agency

How to Value an Insurance Agency

It would be hard to deny that COVID has not had a significant impact on all of our lives. We have addressed how the pandemic might impact the valuation of agencies. The first obvious impact is how it will impact agency clients and their ability to remain in business. ...

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Back to Our Roots

Back to Our Roots

I met the owner of ABC Insurance [name protected to maintain confidentiality] when Tom and I first started Sukay & Associates. ABC’s owner was my first connection on LinkedIn. I reached out to him and he agreed to have an initial discussion. We met and he told me...

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Bringing Children into Your Insurance Agency

Bringing Children into Your Insurance Agency

One of the major things I've seen in the perpetuation process that tends to cause some difficulty in getting a business perpetuated is bringing family members into the business. More specifically, children of owners into the business without setting specific...

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Understanding Your Agency’s Value is Crucial

Private Equity Firms are on the chase, and there is a very good chance that they will be calling you. Find out why understanding your agency value is crucial right now. As a reminder, we offer Free Insurance Agency Valuations for qualified agencies....

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Dealing with the Current Landscape

Dealing with the Current Landscape

To our friends and clients, their families, and employees,   We hope this communication finds you all well and home safe.   In looking at the current landscape, it reminds me of some advice we often give to our clients - you never know what can affect the value of...

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Preserving a Legacy

Preserving a Legacy I was thinking about how we always struggle to explain what we do to our friends and I was thinking about an old story that many of us have heard over the years.  It is a story of two men in Medieval Italy that are working chipping marble in a...

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Acquisition Announcement: Walsdorf Agency

Sukay & Associates Represents Walsdorf Agency in its Sale to Arthur J. Gallagher (February 11, 2020, Lewes, DE.) – John Biasiello, President of Sukay & Associates announced today that his firm acted as the financial advisor for Walsdorf Agency (Huntington, NY)...

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Acquisition Announcement: Newbridge Coverage Corp.

NEWS RELEASE Sukay & Associates Represents Newbridge Coverage Corp. in its Sale to Patriot Growth Insurance Services (January 27, 2020, Lewes, DE.) – John Biasiello, President of Sukay & Associates announced today that his firm acted as the financial advisor...

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Insurance Agency Appraisal – Taking Stock of Your Value

As we approach the holiday season, it is only natural for agency owners to take stock of what they have accomplished this year.  They are thankful for another year that they have successfully navigated their way through the changes in Carrier Appetites, Technology...

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Building an Insurance Agency Perpetuation Plan

Owning an independent insurance agency it seems like planning for the future is never a priority. This includes having an insurance agency perpetuation plan. Having a plan in place ensures that if something happens to the current shareholders that the agency can...

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