Insurance M&A Articles
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...
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...
How to Value an Insurance Agency
It would be hard to deny that COVID has not had a significant impact on all of our lives. We have addressed how the pandemic might impact the valuation of agencies. The first obvious impact is how it will impact agency clients and their ability to remain in business. ...
Back to Our Roots
I met the owner of ABC Insurance [name protected to maintain confidentiality] when Tom and I first started Sukay & Associates. ABC’s owner was my first connection on LinkedIn. I reached out to him and he agreed to have an initial discussion. We met and he told me...
Bringing Children into Your Insurance Agency
One of the major things I've seen in the perpetuation process that tends to cause some difficulty in getting a business perpetuated is bringing family members into the business. More specifically, children of owners into the business without setting specific...
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