Why Choose Us
With Merger Makers you are getting the best representation with the tools and resources to complete the buying and selling of an insurance agency. You don’t get what you deserve, you get what you negotiate and the team at Merger Makers oversees the entire process from initial letter of inquiry to the closing of the transaction.
To get started simply review the buyer and or seller agreements and let Merger Makers make it happen.
Selling an Insurance Agency
More than likely you spent a lot of time building your agency and the decision to sell can be driven by a multitude of situations. Often Insurance Agencies want to test the water and get a feel for what their value is and this can be obtained without putting your agency up for sale. You can use our Down and Dirty Quick Value calculator or have a complete and formal appraisal done for a fee.
If you are ready to sell there are some basic questions we need to have you answer yourself so we can identify the best suitor for your business.
To what extent do you want to stay involved in the insurance business? Would you like to have no involvement after the sale; stay involved through an agreed transition period or stay involved indefinitely and have a producer arrangement to be paid on new and renewal commission after the closing of the initial sale?
Based on your personal financial situation what would be the best terms or arrangement for you to maximize your net income after evaluating your tax liability as well as heirs and or trust concerns?
The business as it relates specifically to you or your employees and the actuality of the business and key employees transitioning with the sale. While our buyers are in a position to pay top dollar they expect to get what they paid for.
Once you feel you can honestly answer the above questions you are now ready to discover the opportunities to sell your agency. There are no fees paid to Merger Makers unless your agency is sold to our buyer. Your agency would be listed under our for sale listings after an initial 30 day opportunity phase to our pre screened and qualified buyers. 40% of our transactions enter into the due diligence stage before the end of 30 days and are never actually listed for sale.
Once the 30 day window has passed an anonymous listing is posted with an inquiry option. If an inquiry is filled out an e-mail is sent to us and a copy of the inquiry is sent to you as well. We then refer to your pre defined parameters of qualification such as down payment and terms. We then have a detailed conversation with the buyer and