Perhaps your life circumstances have changed or you are looking to retire. Whatever your reasons are, making the decision
to sell your agency can be difficult. Many agency owners have invested years along with their heart and soul
into creating their agency. They devoted hours into creating the best agency possible. We
understand that it is a difficult decision and we are here to help.
Here is an informal guideline of what you can expect and how we can help in the process:
The First Step, and perhaps the most difficult, is to make the decision to sell your agency. It's a decision that must be
thought out and not just acted upon hastily. This should be a well thought out decision that can take many years to implement. Assess your
goal of what you want to accomplish with the sale.
Step Two: Assess what your assets are and what you want to sell. Is it just your book of business, does it include the building?
What about current employees? Do you want them to be able to continue working with whoever buys the agency? Once you have decided what you
want to include in the deal, then get an evaulation of the business from a professional and establish an asking price.
Step Three: Find a buyer. That is where we come in. It's important to find a buyer, but it is more important to
find the right buyer. Our job is to make it an easy transition for you. We are able to accomplish this because of our years of experience
in the insurance field. Guiding the company's daily operations and future growth is a team of managers who individually possess a minimum of
25 years of experience in the insurance industry. We know the business. Our ability to meet our customer's needs has grown stronger over the
years. The combination of technology and our team
of highly-skilled and dedicated empoyees have proven to be a winning combination.
Step Four: Close the deal. Then sit back and relax. If you are retiring, enjoy it. If your life circumstances have
changed, then have peace of mind knowing that you have put your agency in good hands.