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Video of Ken Pickett - Selling An Insurance Agency - Stroman Consulting Group

SELLING AN INSURANCE AGENCY?*

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* Applicable to an Independent Insurance Agency

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START YOUR JOURNEY TO SELLING AN INSURANCE AGENCY

WELCOME!
Your solution to selling your insurance agency.


Valuation & Preparation

Negotiating Final Terms

Drive Results

Coordinating 
Closing Process

Valuation & Preparation


Drive Results


Negotiating Final Terms


Coordinating 
Closing Process


MEET OUR TEAM

Do It Yourself vs. Expert

Valuation Expert

Expert consultants can accurately assess your insurance agency’s value based on industry standards, financial performance, and market conditions. This helps ensure you don’t underprice or overprice your business.

Market Knowledge

Experienced consultants have insight into current market trends, buyer preferences, and deal structures specific to the insurance industry. This can help position your agency more attractively to potential buyers.

Network Of Potential Buyers

Expert consultants often have extensive networks of potential buyers, including larger agencies, private equity firms, and individual investors interested in the insurance sector. This can lead to more offers and better deals.

Negotiation Skills

Professional consultants are skilled negotiators who can help you get the best possible terms and price for your agency.

Confidentiality

Expert consultants can manage the sale 
process discretely, maintaining confidentiality 
and minimizing disruption to your current business operations.

Time Management

Selling a business is time-consuming. 
A consultant can handle much of the process, allowing you to focus on running your agency during the transition.

Due Diligence Preparation

Expert consultants can help prepare your agency for buyer due diligence, identifying and addressing potential issues before they become obstacles to the sale.

Deal Structuring

Expert consultants can advise on optimal deal structures that maximize your after-tax proceeds and minimize your risk exposure post-sale.

Emotional Buffer

Selling a business can be emotional. 
Expert consultants provide an objective perspective and can handle difficult conversations with potential buyers.

Regulatory Compliance

Insurance agency sales involve complex regulatory requirements. Consultants familiar with these regulations can ensure compliance throughout the process.

Improved Closing Rates

With their experience and expertise, consultants can often help deals close more quickly and with a higher success rate than owners managing 
the process alone.


Our Commitment To You

A personalized approach

Custom solutions to help you sell your independent insurance agency.

Learn, improve, and realize the value of your independent agency

We help you navigate through all stages of selling your insurance agency.

Expert advice tailored to your independent insurance agency

Insurance industry specialists

Powerful connections

Assist with M&A 
and financing

Industry know-how