Insurance M&A Articles

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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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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Q & A with Scott Foltz, CPCU | Pfister Insurance

Sukay & Associates recently acted as the financial advisor for Pfister Insurance, Inc. in its sale. Pfister Insurance provides Business, Auto & Home Insurance in Dover, Wilmington, Lewes, Rehoboth Beach and throughout the states of Delaware, Pennsylvania,...

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Sukay & Associates Represents Pfister Insurance Inc.

NEWS RELEASE Contact:  John Biasiello 215-208-8519 jbiasiello@sukayassociates.com Sukay & Associates Represents Pfister Insurance, Inc ("Pfister") in its Sale to The Hilb Group, LLC ("THG") (June 13, 2018, Lewes, DE.) – John Biasiello, President of Sukay &...

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3 Unexpected Things Which Happen in Retirement

For many people, retirement is something you dream about for a long time. You’ve probably spent many years planning for it in hopes of enjoying a more robust lifestyle during your golden years. No matter how long you’ve been looking forward to the day when you are...

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Selling an Insurance Agency: Choosing an Advisor

You need to find an advisor that will be committed to never doing anything that is not in YOUR best interest!  When selling your insurance agency, it is important to partner with an advisor who has extensive experience in the insurance industry. The insurance agency...

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