Selling an Agency

Selling your agency is a big decision. For many of the owners we work with, their agency represents their life’s work and they have a vested interest in receiving not only maximum dollar value from the sales process, but finding the perfect buyer to carry on their legacy and ensure their business is in good hands.

Most insurance agency owners only go through the sales process once in their life. If you’ve worked hard to build your business—why would you risk selling it for less than maximum value?

At Insurance Mergers & Acquisitions Consultants (IMAC), we have decades of experience in insurance M&A with hundreds of completed transactions nearing one billion in closed assets. IMAC’s team of professional intermediaries have the insights and knowledge necessary to match you with the right agencies to purchase at the best value. When you partner with us, you’ll receive expert guidance throughout the sales process while gaining maximum exposure to the right people—all while keeping your information 100% confidential.

Matching with Prospective Buyers

Through our decades of experience in the insurance industry, we’ve built up a network of contacts and have ongoing relationships with some of the top agency buyers in the nation, from private equity investors to individual agency owners looking to expand their business. We take the intermediary process seriously and only work with buyers who are pre-qualified candidates. By pre-screening prospective buyers, we ensure that all offers have the financial backing to close the deal. We always strive to provide a match at top value—with several back-up offers waiting in the wings.

Valuation & Negotiation Expertise

Our knowledge of agency values is second to none. Over our decades of experience, IMAC has developed the technology and processes necessary to create an agency package for our clients that always goes straight to the top of the pile for lenders and bankers. We know when an estimate is undervalue and when to ask for a second opinion. 

As mergers and acquisitions professionals, our expertise also extends to reviewing deal terms and raising concerns on your behalf during the negotiation process. Many buyers today are large firms who are experienced with the sales process and know how to shrewdly negotiate. As most sellers are inexperienced with the process, they can be at-risk during the negotiation process. That’s where having a trusted consulting partner on your side can be beneficial. From preparing your business for sale to closing the deal, we’ll manage the sales and negotiation process for you to ensure maximum dollar with minimum disruption to you so you can focus on what you do best.

Privacy as a Priority

At IMAC, we believe that privacy is paramount when it comes to the selling process. We understand that your insurance agency represents your life’s work and you have put in tireless effort to build it from the ground up. That is why we take the confidentiality of our clients very seriously. We only facilitate private transactions and ensure that all information about your agency remains confidential throughout the entire process until you are ready to disclose. 

When you partner with us, you can rest assured that your information will never be shared publicly or with any unauthorized parties. Our commitment to privacy ensures that your agency sale remains discreet, secure, and professional. So, if you’re looking to sell your agency, let IMAC handle the process with our expert guidance, industry knowledge, and strict adherence to confidentiality. 

IMAC: Your Partner in Agency Sales

Selling your agency is an involved process that can take years. When you partner with IMAC, we’ll be with you every step of the journey, providing expert guidance to ensure you’re getting the maximum value for your agency all with minimum hassle to yourself. If you are looking to sell your agency now or in the future, fill out the contact form below and one of our consultants will be in touch to start you on the path to a seamless, successful sale.

Skip to content