INS Capital Group

Exit Planning

Planning for the Future

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The ideal time to plan for your eventual business exit is 3-5 years prior. Too often we talk to clients experiencing an unplanned event that triggers the need to sell their agency before they have done any of the legwork necessary to ensure they receive their maximum value.

INS Capital Group's Exit Planning services allow you to understand how much your agency is worth today and what actions you can take to increase the value of your firm. Then when the time is right to pursue your next venture, you are perfectly positioned for a sale.

News - Chris McAtee Earns Prestigious CEPA Designation

Learn more about the Certified Exit Planning Advisor (CEPA) Program


Our Process Includes:

  • Initial Consultation to Determine Your Objectives

  • Discuss Succession Planning Options

  • Determining the Market Value of Your Agency Today

  • CEPA Professional Standards

  • Identifying Key Areas for Value Enhancement

  • Reviewing Your Results & Progress

  • Assisting in the Sale When Ready


Contact us to start planning your transition.