Insurance M&A Articles

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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Insurance Agency Valuation Calculators

Insurance Agency Valuation Calculators

When I am out speaking to agency owners, I hear all kinds of things from them when it comes to what they think about the value of their agency.  I am usually not surprised by some of the things I hear about as to how they arrived at the value. Recently I visited a...

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Celebrating 15 Years in Business

By, Tom Sukay, Founder of Sukay & Associates. We wanted to spend a moment to thank all of our clients as we celebrate our 15th anniversary. 15 years ago, I had no intention of starting the firm. I was a CFO of a large company that had just been sold, and I was...

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