Insurance M&A Articles
Recent Articles
We regularly share valuable insights and updates tailored specifically for insurance agency owners. Our posts cover a range of hot topics, from effective strategies for agency growth and succession planning to the latest trends in market valuation and compliance. We also delve into practical advice on optimizing your agency’s performance and maximizing value. Stay informed and ahead of the curve with our expert analysis and actionable tips designed to help you navigate the ever-evolving landscape of the insurance industry.
Relationships, Business and Education
Technology still can’t replicate face-to-face relationship building. Why this is important for insurance agency sales, and how we do it.
Call Me Crazy, But I Don’t Discuss Politics or Religion
The moral: Understanding. We need to be understanding that the sale of your business is a very important step in an owner’s life.
Perpetuation Planning 101
The basic ways in which to transfer a business as well as perpetuation planning basics to help you get started.
My Perspective on the Legacy of Arnold Palmer
Why Arnold Palmer’s legacy will leave a lasting impression on me.
So, Is It WHO We Know Or WHAT We Know?
With insurance agency sales, is the value in who you know or what you know?
Golf, Olympics and Insurance Agency Sales
What golf being included in the Olympics has to do with Insurance Agency Sales.
The Truth. Can You Handle The Truth?
Why can’t we not just tell the truth? Is it really that hard? Can businesses tell the truth and be successful?
Insurance Agency Sales – Don’t Let the Facts Get In The Way Of a Good Story
Successful Insurance Agency Sales take a good deal of planning. Plan well, and plan wisely.
When is There Too Much of a Good Thing – Private Equity and Insurance Brokers?
When is There Too Much of a Good Thing – Private Equity and Insurance Brokers?
3 Questions with Sukay & Associates
In our 3 Questions series, we bring you quick insights from our industry experts, tackling the most pressing topics in the insurance agency world. From navigating M&A opportunities to maximizing agency value, each segment delivers practical advice you can implement today. Whether you’re planning for growth or a potential sale, we’re here to answer the questions that matter most to agency owners.
Catch our latest episodes on LinkedIn, Facebook and, of course, here on our site.
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