Insurance Merger Specialists
IMS is an independent firm comprised of a knowledgeable and highly experienced team of CPAs, advisors, and financial experts specializing in M&A transactions. We pride ourselves on our industry knowledge, transaction expertise, and our hands-on approach to every deal.
When it comes to consulting with independent agencies in mergers and acquisitions, our knowledgeable and professional team has over 75 years combined experience.
By partnering with IMS, an industry-leading financial consulting firm specializing in inusrance, consumer-facing insurance brokerages have the advantage of tapping into the strategic insights of our expert insurance industry consultants. This combined expertise brings unparalleled value to firms looking to plan for their future, perpetuate internally, or those looking to sell in the insurance and financial services markets.
Through our network, we can ensure the marketing of your company is a competitive process that our team leads you through every step of the way. Most business owners only go through this process once in their lifetime, and we want our clients to maximize the total potential of their company and transaction.
Satisfied Customers Say It Best
Now Is The Time To Make a Move
Easy access to capital and lower interest rates have produced an ideal environment for companies to grow through acquisition. These conditions will not last forever- as interest rates increase, valuations will drop and fewer buyers will exist. This market has created a perfect storm for obtaining the highest multiple for your agency.
How We Help Sellers

Agency Valuations
Your agency is worth what someone is willing to pay for it. Our approach of multiple bids for purchase highly increases your chances of obtaining top market dollar. Our team’s expertise will also allow you to better evaluate your offers.

Guidance
From start to finish, our team walks you through every piece of the process with a hands-on approach. We help guide each step from gathering and analyzing financials to preparing you to meet with potential buyers. You’re the expert in building your agency. Let our team of highly qualified M&A professionals teach you how to sell it and get you through the closing process.

Discretion
Your company information and sales process stays confidential. Potential buyers are hand-picked, and we never send listings to mass audiences. This also helps protect the value of your company should you decide to wait and sell to mass audiences.
Insurance Merger Specialists
(678) 540 1111
Info@mergerllc.net