Selling an insurance agency is a major decision that requires careful planning, strategic thinking, and the right approach. To maximize your agency’s value and ensure a smooth transition, follow these top strategies: 1. Continue Running and Growing Your Agency Many...

At Sukay & Associates, we have helped many insurance agency owners navigate the pivotal decision to sell. While every agency owner’s situation is different, there are patterns we have seen time and again. Based on that, we believe these are the top 5 reasons why...

The announcement of Arthur J. Gallagher’s $13.45 billion acquisition of AssuredPartners signals a transformative moment in the insurance brokerage industry. As John Biasiello noted earlier, this move marks the start of a consolidation wave among large...

Perspective is a powerful concept. It shapes how we see the world, make decisions, and navigate challenges. Often, a change in perspective can unlock opportunities we never noticed before. John Biasiello recently reflected on this idea, drawing inspiration from a...

In the dynamic and sometimes tumultuous realm of mergers and acquisitions (M&A), maintaining clear and consistent communication stands out as the cornerstone of success. Starting from the initial sparks of interest to the ultimate agreement handshake, the smooth...

In the world of Mergers and Acquisitions (M&A), advisors take on many different responsibilities. However, beyond these roles lies a crucial skill that goes beyond transactions: storytelling. An exceptional M&A advisor not only handles deals but also weaves...

How Does Your Advisor Overcome Obstacles? Being able to handle challenging problems and obstacles is a crucial requirement for an M&A advisor. We always tell our clients: If we were hiring someone with a similar role as ours, we would ask them to explain some of...

Happy New Year from Sukay & Associates! In the insurance business, the start of the new year often brings about a positive response. Many agency owners have already gone through their January 1 renewals; some are considering taking a well-deserved break or going...

We are always asked why our clients should hire an advisor rather than representing themselves.  In the end, this decision is no different than many others.  Does the advisor add enough value to justify the investment? Here are some of our responses to why you should...