Sukay & Associates
Legacy & Market Readiness Blueprint
Your Agency’s Value Today is Only Part of the Story.
Knowing if, when, where, and how you will perpetuate your Insurance Agency are important – but let’s start with Why!
Take the guesswork out of the equation, and get valuable guidance, not just a number.
We believe you need to know:
– What your agency is worth right now
– If you are ready to sell or scale
– What your smartest next moves are
The Legacy & Market Readiness Blueprint answers all of that — and more.
➤ It’s confidential. It’s complimentary. And it could save — or earn — you millions.
What The Evaluation Includes
- Valuation Based on Current Market Dynamics
- Readiness Scorecard (Based on 9 Real-World Deal Drivers)
- Custom Growth vs. Exit Roadmap
- Top 3 Opportunities to Drive Value
- 30-Min Strategy Session with a Sukay Principal
About Sukay & Associates
Sukay & Associates is a nationally recognized advisory firm specializing in insurance agency M&A, perpetuation planning, and leadership succession. With over 30 years of experience and more than $500 Million in successfully closed transactions, we’ve guided independent agencies through some of the most important decisions of their professional lives.
We don’t just understand the market — we help shape it. Our approach is personal, strategic, and built entirely around your goals, whether you’re planning to grow, transition, or simply prepare for what’s next.
The Client Experience
★★★★★
“Tom & John realized that CBS was our life work and they were aware of the emotional challenges that we faced while making the decisions. Our final deal was more complicated than most transactions. Tom and John organized a plan which made its execution easier on all parties. I highly recommend Sukay & Associates as an advisor if you are planning to perpetuate your agency.”
Gerry Levy
President and CEO, CBS Coverage Group
★★★★★
“When we came to negotiate our sale to Brown & Brown, the process was difficult for us on so many levels, but most of all on an emotional level since we have been in business for over 103 years. We could not have navigated through this process without the help of Sukay & Associates, Inc. They not only helped us through the financial and operational hurdles, but were able to use their experiences to assist us in the emotional and transitional part of the process.”
Markham Rollins III
President, The Rollins Group
Start a Discussion
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