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


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.

Business Loan Calculator
Business Evaluation

Buyers Confidentiality Agreement
Sellers Confidentiality Agreement