Articles

Why M&A Deals Fall Apart: Timing Risks in Buy-Side and Sell-Side Advisory

Whether you're buying or selling an insurance agency, delays during due diligence or negotiation can spark doubt, stall momentum, and ultimately kill the transaction. In this post, we break down the most common timing pitfalls in M&A deals from both the buy-side and sell-side perspectives—and share how expert advisory keeps deals moving toward a successful close.

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Planning Ahead: Insurance Agency Succession Planning Through Internal Perpetuation

Successfully transitioning your agency to the next generation can be an incredibly rewarding experience—but it also comes with challenges. Whether you’re transferring ownership to family members or a trusted management team, effective insurance agency succession planning requires a well-structured approach. From valuations to financing and timelines, INS Capital Group knows insurance agency perpetuation planning is about far more than just naming a successor.

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