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Whether You're Ready to Sell or Planning for the Future

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.

Sukay & Associates Services

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.

Legal Outsourcing

Choosing the right legal counsel for mergers or acquisitions is a critical factor in whether your deal closes smoothly. Many agencies rely on long-standing corporate attorneys who may lack specialized experience in the insurance industry. At Sukay & Associates, we collaborate with Satin and Lee Law P.C., led by Richard G. Satin, Esq., to provide expert legal counsel throughout the transaction process. Our strong relationship ensures a seamless, efficient process from financial analysis to closing, making sure every legal detail is handled by a team with the right expertise.

Marketing Outsourcing for Insurance Agencies

In today’s competitive landscape, a strong marketing strategy is essential for growth. Sukay & Associates partners with industry-leading consultant Pat Sitkins & Adaptive Jax to provide full-service marketing solutions tailored specifically for insurance agencies. From lead generation to digital campaigns, Adaptive ensures your agency stays ahead of the competition with innovative strategies that drive results. Whether you need brand positioning, digital advertising, or content creation, their expert team is here to help grow your agency and attract new clients, or elevate your brand to get top value for your agency when it is time to transition it.

Gallagher AssuredPartners Deal

The Beginning of a New Wave in Insurance Brokerage Consolidation

The announcement of Arthur J. Gallagher’s $13.45 billion acquisition of AssuredPartners signals a transformative moment in the insurance brokerage industry. As John Biasiello noted earlier, this move marks the start of a consolidation wave among large...

Perspective: Gaining a Clear View of Your Insurance Agency’s Value

Perspective is a powerful concept. It shapes how we see the world, make decisions, and navigate challenges. Often, a change in perspective can unlock opportunities we never noticed before. John Biasiello recently reflected on this idea, drawing inspiration from a...

Communication Throughout the M&A Process is Key

In the dynamic and sometimes tumultuous realm of mergers and acquisitions (M&A), maintaining clear and consistent communication stands out as the cornerstone of success. Starting from the initial sparks of interest to the ultimate agreement handshake, the smooth...

A Great M&A Advisor is a Great Storyteller

In the world of Mergers and Acquisitions (M&A), advisors take on many different responsibilities. However, beyond these roles lies a crucial skill that goes beyond transactions: storytelling. An exceptional M&A advisor not only handles deals but also weaves...

How to Overcome Obstacles in M&A Transactions

How Does Your Advisor Overcome Obstacles? Being able to handle challenging problems and obstacles is a crucial requirement for an M&A advisor. We always tell our clients: If we were hiring someone with a similar role as ours, we would ask them to explain some of...

Navigating the Changing Landscape: Opportunities and Challenges for Selling Your Insurance Agency in a Hardening Market

Happy New Year from Sukay & Associates! In the insurance business, the start of the new year often brings about a positive response. Many agency owners have already gone through their January 1 renewals; some are considering taking a well-deserved break or going...

Ten Reasons to Hire an Advisor

We are always asked why our clients should hire an advisor rather than representing themselves.  In the end, this decision is no different than many others.  Does the advisor add enough value to justify the investment? Here are some of our responses to why you should...

The Hidden Key to M&A Success: Cultural Fit Matters!

When it comes to mergers and acquisitions (M&A), buyers and sellers often overlook a crucial factor that can make or break the success of the deal: cultural fit. In my journey through the world of M&A, I discovered a surprising truth - a whopping 70% of...

The Return to Work Dilemma

Today, many businesses are grappling with the decision of whether to have their employees come back to the office or continue working remotely. Some companies believe that being in an office environment is necessary for productivity and collaboration. On the other...

Maximizing the Value of Your Business: Why Every Entrepreneur Should Consider Selling

A Guide to Unlocking the Potential of Your Business and Maximizing Returns As a business owner, have you ever contemplated the idea of selling your business? If not, maybe it's time to start considering it. Regardless of whether you plan to pass it on to a relative or...

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26192 Milby Circle
Harbeson, DE  19951

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