Insurance M&A Articles
When Is The Best Time to Sell My Agency?
Clients often ask us, "When is the right time to sell my insurance agency?" My response is simple: The best time is when you're truly ready. Embarking on this journey requires more than just readiness; it demands dedication and a strong resolve. Completing a...
Latest Trends in the Marketplace
I was recently asked about trends in the insurance agency marketplace; I thought for a minute since doing deals is so different from agency to agency, about some common scenarios we've been seeing. And it hit me: There are always new buyers Trends that I see are that...
Takeaways From Our Latest Transactions
When it comes to helping a client sell their insurance agency, it's crucial to reflect on our recent transactions to derive valuable insights and learning opportunities. The past quarter has been eventful, with significant transactions showing us the dynamic nature of...
Deals and the Trust Factor
I have been evaluating why some of the deals we have done go smoothly, and others seemed to have many twists and turns. And I've determined: It comes down to TRUST. Trust is the most crucial factor in getting a deal from beginning to end. So what am I speaking about?...
4th of July Celebrations: How You Can Stay True to Your Company’s Mission and Values in Changing Times
4th of July Celebrations: How You Can Stay True to Your Company’s Mission and Values in Changing Times
Interest Rates Cause a Slowdown for Sales of Insurance Agencies
It has finally happened. The interest rates have caused a slowdown for many buyers in the insurance agency market. Most of the buyers are using leverage to purchase these agencies. I am sure most buyers saw this coming and secured their borrowing for future...
Selling an Insurance Agency in 2023
As we move into 2023, Sukay & Associates understands the ebbs and flows of the insurance agency world. Typically, the insurance business usually takes a positive turn for agency owners at this time, with big renewals done and vacations scheduled out on the...
3 Questions: Richard Satin, Satin and Lee
We're back with our "Three Questions" series. Today's quest is Richard G. Satin, Managing Partner of Satin and Lee. Richard has extensive experience representing targets and acquirers in mergers and acquisitions; corporate issuers and investors in public and private...
Interest Rates When Selling Your Agency
Question: Interest rates have increased, so what does that mean for insurance agencies looking to sell their business? Many buyers in the market to purchase insurance agencies borrow money to pay for the agencies they buy. A loan will cause the cost of the purchase to...
Financial and Emotional Decisions of Selling an Insurance Agency
Question: "I have decided that I need to sell my insurance agency, so is it a financial or emotional decision?" Show me the money! If you think I am going to say it is not about money, you would be wrong. The decision to sell usually starts as a financial decision,...
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