Tools & Resources

The MKL Team
Offers complimentary consultations to Insurance Agency owners who would like to explore the possibilities of the sale of their Agency or Book of Business. Please contact The MKL Team for more information

Resources

Acquisition Search
Receivables Financing (Factoring)
SBA Loan Info Request

These TOOLS and RESOURCES are useful if you are interested in exploring how to sell your Agency or Book of Business or how to buy an Agency or Book of Business.

These TOOLS and RESOURCES will assist the Seller in determining the value of their Agency or Book of Business with a Business Evaluation as well as give the Seller information on how to improve their cash flow with receivables financing (also known as factoring or factoring receivables) which improves working capital.

And finally… these TOOLS and RESOURCES will also give you information on equipment leasing to support the growth of your Agency, and allow you to use the Business Loan Calculator to see what the monthly payments will be on a specific loan amount over a specific period of time at a specific interest rate to service the debt the Buyer will incur in the purchase of an Agency or Book of Business.

Independent Agency/Broker “vs” Captive Agent and
Online & 1-800 Companies

SERVICES Independent
Agency/Broker
Captive Agent Online & 1-800 Companies
Acccess to multiple companies and wide range of products
Easy switching from company to company without hassle
Unbiased and objective advice Sell & support only their one company Sell & support only their one company
Claims assistance and advocacy Claims adjusters are exclusive to their one company You, the Insured and the adjuster… no other guidance
Policy service from the same person you bought from Only service from a call center… no personal connection No personal connection to Customer Service

Tools
Business Loan Calculator
Business Evaluation

Forms
Buyers Confidentiality Agreement
Sellers Confidentiality Agreement