Don't Wait: The Value of Early Agency Valuation

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.

Sell-Side Advisory: Complete Guide to Insurance Agency Perpetuation Options in 2025

Exit PlanningChris McAteeFebruary 26, 2025Perpetuation, Perpetuation Planning, selling your agency, Selling an Agency

The Championship Approach to Selling Your Insurance Agency

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.

Valuation, Exit PlanningChris McAteeJanuary 27, 2025Valuation, Selling an Agency

Everyone Sells Eventually: Preparing Your Insurance Agency for Perpetuation

Exit Planning, Valuation, Insurance Agency for SaleChris McAteeOctober 21, 2024Agency Perpetuation, Selling an Agency, Valuation

Navigating the Work Zone: Essential Growth & Perpetuation Planning for Insurance Agencies

Exit Planning, ValuationChris McAteeOctober 18, 2024Work Zone, Perpetuation Planning, Valuations, Valuation Drivers

Safeguarding the Future: The Crucial Role of Contingent Buy/Sell Agreements

Contingency planning is essential for any business, particularly for agencies with a single owner. A well-structured contingent buy/sell agreement serves as a safeguard, ensuring that business operations continue smoothly even after the sudden death or disability of an owner. The insights from INS Capital Group highlight the critical need for these agreements and the risks associated with their absence.

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