We specialize in successfully selling Insurance Agencies and Books of Business throughout the USA and we do our best to provide our Clients with a “seamless experience”.In addition to understanding the need for strict Confidentiality, we help our Clients maximize the value of their Agency/Book of Business and anticipate and address important issues that will arise during the process. We bring extensive industry knowledge and experience to the table.
From initial planning and marketing through due diligence, closing, and post-closing we try to simplify the transaction to transition the Agency/Book of Business to a new owner.
Please contact us to see if we can assist you or answer any questions relating to selling your Agency/Book of Business.
All contact is treated with strict Confidentiality.