We Take The Friction Out Of Buying & Selling Insurance Agencies
From valuation to due diligence to debt financing consulting, we have all the tools you need to ensure a successful sale or purchase of an insurance agency.
Our knowledgeable and experienced team have over 75 years of independent agency, property & casualty consulting and banking/lending experience.
See How We Take You Through The Process
Our team of valuation experts and M&A advisors guide clients through our professional processes, leveraging our industry knowledge, transaction expertise and network to help them achieve a goal. We work daily with insurance owners, agency buyers, and lenders across the country. We pride ourselves on providing clients with the highest level of service and expertise.
Satisfied Customers Say It Best
Now is the time to make a move
Today’s environment of growing through acquisition has been created through the ease of access of capital and low interest rates. This environment will not last forever as interest rates increase over time 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
Ultimately, your agency is worth what someone is willing to pay for it. Our approach of multiple bids for purchase highly increases your chance of obtaining top market dollar.
Due Diligence
Our advisors have been involved in retail and wholesale insurance agencies, brokerages, managing general agencies, and program administrators. This experience gives our team extensive knowledge of insurance agency operations and the due diligence process involved with an acquisition.
Acquisition Financing
Our knowledge of agency finance is second to none. We help put both buyer and sellers’ financials and required documentation in proper order to present a clear picture to the lender. Our understanding of the loan programs and guidelines helps to ensure you receive the best rate, terms, and fee structure for your acquisition. There are countless number of deals where buyer and seller do not have a middle man and cannot get the merger or acquisition financed.
Pitch Decks
After compiling all your financial information, make-up of book, carrier contracts, and all add-backs to your P & L we present to market with a very detailed and professional look into your agency. This step ensures highest bids and gives buyers a look of values that they do not see under normal listings. Our pitchbooks minimizes due diligence concerns and increases our contract to close ratio by more than 20%.
How We Help Buyers
Facilitating
Your Deal
Our upfront data collecting, compiling into format help gives peace of mind that you are making the right decision on purchasing. Our complete pitchbook gives a detailed summary of the agency you are considering purchasing. This upfront work saves time and helps to move through the due diligence phase of purchase.
Preferred
Lenders
We help put your complete loan package together which ensures compliance to lenders guidelines. The financing can be the most difficult part of closing an M & A transaction. Our understanding of the loan programs and guidelines helps to ensure you receive the best rate, terms, and fee structure for your acquisition.
M & A Trained
Accountants
Our M & A Accountant partners are the best in the business. We work together as a team for both buyer and seller in making sure the transaction obtains maximum value and lender approval. Our deals typically close in half the time with fewer issues and stress than our competitors. The accountant fees are part of IMS consulting fee.
Due
Dilligence
Due diligence is an important process to verify the information provided by the sellers. We supply a standardized due diligence check list for guidance.
Closings &
Escrows
We work closely with attorneys to close the transaction according to the contract requirements, handle the escrows and closing funds in accordance of the contract. It is always a good idea and recommended to have buyer and seller’s personal attorney and CPA to review contracts prior to signing.
Education For Buyers & Sellers
Doing Business During a Global Pandemic: More Than Prepared
We are facing an unprecedented time of uncertainty; global markets are seemingly on the downswing, face to face meetings are all but nonexistent, office staff are leading the teleworking charge by remaining hunkered down in their makeshift home offices- encumbered by...
How Do I Know If I am Ready to Sell My Insurance Business
Many circumstances govern whether or not it is time to consider selling your business. This is often a very tough decision to make. Maybe you have poured your heart, soul, and resources into this venture for generations and want to see it succeed under new...
Most Common Statement Made Is I Am Going To Sell In 3 To 4 Years.
Our knowledgeable and experienced team have over 75 years of independent agency, property & casualty consulting and banking/lending experience.
Insurance Merger Specialists
Info@mergerllc.net
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