Here’s the truth: fit, culture, and people are critical, but professional buyers rarely get to that stage if the economics of the deal don’t add up.
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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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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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Many 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.
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Discover 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.
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