Purchase an Insurance Agency That Will Maximize Your Revenue & Success
We will help you navigate the exchanges of information, negotiations, regulations, and contracts that are involved with a purchase. We work with top preferred lenders that specialize in agency financing.
Customer Satisfaction At It’s Best
Greg and Amanda Hicks have assembled a team of professionals with a turnkey process. They walk you through the complicated details of the purchase or sell of an agency. I have endorsed Insurance Merger Specialists , LLC for my network of agencies. I highly recommend you give them a call.
My agency may not be the biggest, but when it came to selling, I was not sure how to handle it. Greg and Amanda made the process very simple for me. Their partner accountants helped me with getting my financials in order and helped with the allocation of assets for my tax benefit. I had spoken with another broker in the past, but when I spoke with Greg, I knew he was going to be able to help me. In fact, I still speak with him today and refer anyone I know to Insurance Merger Specialists.
From the very first inquiry for information on the asset to the finance and eventual closing, Greg and Amanda were there to assist and help facilitate a very complex transaction with confidence. This purchase has helped elevate our business model to the next level and has helped make future acquisitions possible.
We hope to use Insurance Merger Specialists services again in the future and highly recommend their services.
President & Commercial Producer
I'm not sure how anyone can buy or sell an agency without having people like Greg, Amanda and Jeff involved.
Buying or selling an agency of any size is very complex. Greg and Amanda made the process as painless as possible. Their in depth knowledge and experience of the insurance agency business model greatly helped both myself and the Seller. I won't do another deal without these guys.
We will help you navigate the exchanges of information, negotiations, regulations, and contracts that are involved with an agency purchase.
There are many factors to consider before you buy an insurance agency since purchasing is a significant investment of time, energy, and funds. Choose the right agency and you will set yourself up for the financial success, freedom, and flexibility. However, choosing the wrong agency that is not a good fit for you, you could be facing years of frustration, heartache and debt.
Insurance Merger Specialists alleviates these stresses for you.
See How We
Facilitate Your Deal
We understand insurance, your motivation for acquistions, & how to ensure your success.
Grow Through Acquisition
Pick up a new
carrier or carriers
Achieve or increase
Easily grow into
Ward off larger agencies
coming into your region
Pick up quality
employees & producers
Grow Through Acquisition
Pick up a new carriers, add premium with mutual carriers, grow into new locations, pick up quality employees and producers, & ward off larger agencies entering your region all in one swift move.
How We Help Buyers
Our upfront data collecting, compiling into format help gives peace of mind that you are making the right decision on purchasing.
Upfront work and 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.
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
The key to making the deal go smooth in lending transactions is to get your financial information formatted in a fashion the banks require it to be in.
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 less issues and stress than our competitors. The accountant fees are part of IMS consulting fee.
Due diligence is an important process to verify the information provided by the sellers. We supply a standardized due diligence check list for guidance.
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.
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.
Insurance Merger Specialists