Insurance M&A Articles

Choosing an Advisor: Sukay & Associates difference

Choosing an Advisor: Sukay & Associates difference

As we predicted, the M&A market is very active right now.   We are getting a lot of calls from Agency Owners who are exploring their options, and they want to know "Why Sukay?". Our Difference The reality is, it is hard for us to define our value proposition when...

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Life After the Sale: Mel Warren

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...

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Life After The Sale: Jeff Lejfer

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...

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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

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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