Sukay & Associates is focused on assisting our clients with an insurance agency valuation and ultimately the successful sale of their business.
Assisting Successful Insurance Agency Perpetuations Since 1985
Sukay & Associates, Inc. is a financial advisory firm that focuses exclusively on representing insurance agencies and brokers in business transactions including insurance agency valuation. Whether you’re selling an insurance agency or looking to buy we can help! We work closely with a limited number of clients, at one time, to ensure that we exceed expectations and deliver superior results.
Selling an Insurance Agency
There are some critical areas you should consider before putting your insurance agency up for sale. Neglecting what we refer to as “The 9 Indicators of Value” could cost you tens of thousands, if not hundreds of thousands, of dollars.
Realizing Maximum Value
We work closely with a limited number of clients at one time to ensure that we exceed expectations and deliver superior results. Sukay & Associates was founded because of a real need for advisors who have been responsible for the execution and the post-closing success of a deal. Most advisors are not experts in creating value for their clients. If you are looking for experienced insurance agency valuation and financial advisors who will work tirelessly on your behalf, please contact us.
Trusting the Process
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 for those considering selling their insurance agency.
Insurance M&A - Jeff Lejfer
A year after the sale - what went right, what would he have changed, and what can others learn from his experience?John Biasiello had the pleasure to reconnect with Jeff Lejfer of RT New Day to look back and discuss the sale of his business. We had the honor to represent him and his partners in the sale of their business, and we thought it would be a valuable discussion for those considering selling their #insuranceagency. We hope you will gain some insight into the process through Jeff's experience. Feel free to contact us if you are considering a sale.Posted by Sukay & Associates on Wednesday, August 19, 2020
The Value of Your Agency
As a firm, we believe an accurate valuation is part of our responsibility and the foundation of a great working relationship – even if that is further in the future. Because of this we, unlike most firms, offer free insurance agency valuations for those who qualify.
Featured Case Studies
The tangible ROI when working with Sukay & Associates
Back in October, Sukay & Associates announced that the firm acted as the financial advisor for CNC Insurance Associates, Inc. in its sale to The Hilb Group LLC. Founded in 1978, CNC has annual revenues of approximately $1.3 million. Local operations will continue...
NEWS RELEASE Contact: Thomas J. Sukay 610-420-5901 firstname.lastname@example.org Sukay & Associates Represents New Day Underwriting Managers, LLC in its Sale to Ryan Specialty Group, LLC. (February 26, 2018, Naples FL.) – Tom Sukay, CEO of Sukay & Associates...
NEWS RELEASE Contact: Thomas J. Sukay 610-420-5901 email@example.com Sukay & Associates Represents CNC Insurance Associates, Inc. in its Sale to The Hilb Group LLC (October 20, 2017, Naples FL.) – Tom Sukay, CEO of Sukay & Associates announced that...
Our Unique Difference
We have built our careers on the premise that personal integrity is the foundation for success. The sale of your business may be the single most important decision of your career. These are the executives who will guide you through that process.
“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.”
“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.”