We are here to guide you

Deciding to sell your insurance agency is a significant step, and at Sukay & Associates, we specialize in helping agency owners navigate this transition with confidence. From agency valuations to mergers and acquisitions, we focus on maximizing your agency’s value and finding the right buyer for your business.

If selling isn’t in your immediate plans, we also offer services to help you prepare for the future. Whether you’re bringing family into the business, adding owners, improving marketing, or handling legal matters, our expert guidance ensures your agency continues to thrive. We tailor solutions to meet your specific needs, so you’re prepared for long-term success.

At Sukay & Associates, we treat every transaction with the care and attention it deserves. Whether you’re navigating a merger, acquisition, or internal perpetuation, our goal is simple: to help you achieve the best possible outcome for your agency. We understand that for many, this is a one-time event, and we approach every deal as if it were our own.

Insurance Agency Valuations

Determining the value of your agency is more than just crunching numbers—it’s about aligning financial outcomes with your personal and professional goals. At Sukay & Associates, our valuation services are an essential component of Internal Perpetuation Plans, helping clients regularly assess their agencies. We walk you through the nine key indicators of value and help ensure that any potential sales transaction achieves your financial objectives.

Seller Representation

Selling an agency is a monumental decision, and at Sukay & Associates, we’re committed to guiding you through the process. Whether the sale is prompted by market opportunity or internal necessity, we evaluate timing, performance, and profitability to ensure you maximize value. Our approach to sales is tailored and strategic, designed to find the perfect buyer match—whether it’s for a cultural fit or financial gain. We manage each transaction meticulously, ensuring long-term success, not just a quick deal.

Buyer Representation

Purchasing an insurance agency is one of the most significant investments you’ll make. Sukay & Associates provides expert guidance to ensure you make the right decision. Our team helps you identify, evaluate, and secure the ideal agency for acquisition. We handle the complex aspects of the transaction, including due diligence, financial analysis, and negotiations, so you can focus on integrating your new acquisition seamlessly. Our track record in buyer representation ensures you’ll maximize the value of your purchase while minimizing risk.

Perpetuation Planning

Perpetuating your agency’s success internally is often a complex process. At Sukay & Associates, we start with your goals and build from there. Whether you’re considering internal perpetuation or evaluating an existing plan, we provide expert guidance on valuation, funding, and strategy. Our experience shows that even the best-laid plans can have critical flaws, and we help identify and address these issues, so your agency thrives for years to come.