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.
Read MoreMany insurance agency owners wait until they're ready to sell before getting a valuation. This is a critical mistake that can cost you significantly—both in missed opportunities and in final sale price.
Read MoreDiscover why timing matters when selling your insurance agency. Learn how proper preparation can increase your agency's value by 20%+ and explore proven strategies from a leading M&A advisory firm with over $5B in successful insurance agency transactions.
Read More
