- Buyer Consultation
- Seller Consultation
- Financing Arangements
- Negotiation Analysis
- Contractual Review
- Dissolution of insurance agencies
- Expert witness testimony
- Industry Valuation
- Buy Sell Agreements
- Producer compensation agreements
- Perpetuation Plans
- ROE Return on Equity
- EPS Earnings Per Share Analysis
- Return on Investment (ROI) analysis
- Letter of Intent
- Earn Out provisions
You did it, you built your insurance agency and are ready to go in a different direction. It may be changing your role by bringing on a partner, time to sell your agency or even retire. If you are like most of our clients there hasn’t been any real planningbut you always meant to get around to it. Whether this is to be immediate or in the next five years it is important to have the right evaluation and action plan to maximize your potential price.
The market value can be driven by a variety of factors and the best times seems to come and go with the hard market for the insurance industry. Value contains a wide variety of variables including niche, carrier contracts, attrition, staff, years in business, client characteristics to just name a few. In addition the overall profitability and growth trend can play a big part as well. We also have what we call the quick view calculator so give it a try.
Merger Makers is unique and different because we primarily work with a few primary buyers who have a track record of closing transactions with a fair or beter than fair value to the seller. In addition they are qualified to close the transaction with strong financial balance sheets. Upon listing your agency with Merger Makers we offer the opportunity to our designated buyers and 30 days after the initial opportunity if we are not under a letter of intent the listing is put onto our website excluding your actual name and an e-mail is sent to our additional buyers list. Any interested suitors are pre screened to make sure that they are qualified buyers and would have funds available to close any transactions.
Merger Makers enter into arrangements where the expectations of all parties involved are known. If you are interested in selling your agency and want to maximize your potential value please complete our listing agreement and let’s get started.I'm ready to sell, submit my listing
Use our Value Matrix Calculator