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.
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...
Understanding Your Agency’s Value is Crucial
Private Equity Firms are on the chase, and there is a very good chance that they will be calling you. Find out why understanding your agency value is crucial right now. As a reminder, we offer Free Insurance Agency Valuations for qualified agencies....
Dealing with the Current Landscape
To our friends and clients, their families, and employees, We hope this communication finds you all well and home safe. In looking at the current landscape, it reminds me of some advice we often give to our clients - you never know what can affect the value of...
Preserving a Legacy
Preserving a Legacy I was thinking about how we always struggle to explain what we do to our friends and I was thinking about an old story that many of us have heard over the years. It is a story of two men in Medieval Italy that are working chipping marble in a...
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)...
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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