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
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,...
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...
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...
“To Be or Not to Be (Represented) That is the Question”
As part of our day-to-day, we spend a lot of time speaking with those responsible for purchasing independent insurance agencies as we look for the right fit for our clients. Many of the buyers that I speak to would rather contact agency leadership directly and avoid...
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...
Sukay & Associates Represents Pablo Beach Insurance Group
Sukay & Associates Represents Pablo Beach Insurance Group in its Sale to Patriot Insurance (April 27, 2021, Lewes, DE.) – John Biasiello, President of Sukay & Associates announced today that his firm acted as the financial advisor for Pablo Beach Insurance...
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...
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.
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