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.
8 Principles of Succession Planning
“Most people don't plan to fail, they just fail to plan.” - John L. Beckley Succession Planning typifies long term planning. It is a tactical application that falls within the realm of business planning. Succession Planning works most effectively when the planning...
Insurance Agency Owners | When Do We Change?
Change only happens when you become uncomfortable. The proof of that is thinking about sitting in a chair for a long time a certain way. The only time you change your position is when you become uncomfortable. You will change your position until you become...
Perpetuation: Making the Right Decision
As a leader, you are constantly faced with decisions. There is a deep responsibility you have as a business owner. You have a responsibility to your customers, employees, vendors, and yourself. Sooner or later, you’ll need to make the decision to do what is right and...
Selling isn’t the only reason for a Valuation of an Insurance Agency
Selling isn’t the only reason for Valuation of an Insurance Agency
Finding the Right Successor
It is the law of nature that no one is irreplaceable. The same principle is applied in companies as well where the leaders and the managers will leave or retire after a certain time and their replacements will then take the charge. How succession planning works for an...
Owner Involvement, Agency Valuation and Irony
Owner Involvement, Agency Valuation and Irony
The Corporate Dangers of Baby Boomers Leaving the Workplace
Millions of baby boomers will no longer be in the workplace as they will be retiring soon. This will have a direct impact on the workplace. Baby boomers, who entered the workplace many years ago, will affect the workplace directly simply because they bring a lot of...
Are You Getting Cold Feet?
Are You Getting Cold Feet?
Finding the Right Buyer
Recently, I went out and met with a potential client. We spent some time together and I explained our value proposition. We had two meetings and at the end of the second meeting, I felt that they understood what we brought to the table and that they were ready to...
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.
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