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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.

3 Questions: Richard Satin, Satin and Lee

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...

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Interest Rates When Selling Your Agency

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...

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Multiples

Multiples

There are two important takeaways in this article.  First, you can’t spend a multiple. Second, hire a reputable advisor who will ensure you understand your real value, not just the multiple.  If you are considering selling your agency, you should stop here and call...

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3 Questions: Shaun Murphy, Pablo Beach Insurance

3 Questions: Shaun Murphy, Pablo Beach Insurance

Early in 2021, we had the privilege of representing Pablo Beach Insurance in their sale to Patriot Growth Insurance Services. Life After The Sale Now that it has been a few months into the transition, we caught up with PBIG'S PRESIDENT, Shaun Murphy to discuss life...

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Have we become a Self-Service Society?

Have we become a Self-Service Society?

Have you called your cable company lately and told them you are having a problem with their service? If your experience is anything like mine, you go from client to service team member before you know it.  It takes you 20 minutes to speak to a live person, 10 minutes...

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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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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.

Richard Satin

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...
Pablo Beach Insurance sale to Patriot

3 Questions: Shaun Murphy, Pablo Beach Insurance

Early in 2021, we had the privilege of representing Pablo Beach Insurance in their sale to Patriot Growth Insurance Services. Life After The Sale Now that it has been a few months into the transition, we caught up with PBIG'S PRESIDENT, Shaun Murphy to discuss life...

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...

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...

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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