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Buy or sell an insurance agency

List your insurance agency or search agencies for sale at NO COST as a complementary service from Oak Street Funding's Agency Exchange. We provide the marketplace where people look to buy an agency or sell an agency. 

We have provided insurance agency loans in 46 states and have a large national network with agents and brokers of all sizes.

Acquisition Resources

If you're a buyer, finding the right agency and then integrating it into an existing company can be challenging. And if you're selling, attracting the right buyer is critical. Take advantage of these and other resources that can help you buy or sell an agency.

Tax implications of buying and selling an agency > 

How to prepare your agency for sales > 

Deal origination: the art of locating the right deal > 

5 Keys to buyer due diligence >

Making it through the M&A jungle >


Latest OSF Blogs

Your business really is your life when you own an insurance agency- Part 2

Thu, 17 Apr 2014 11:00:00 GMT

Part 2 (Read Part 1) - It’s important to plan ahead and to keep doing so through your career. You may not need to have a business plan that’s carved in stone, but you do need a sense of what you want for the future of your business and your life outside of business. At the very least, you always have to be thinking about the exit strategy that’s right for you. Do you hope to sell your business when you reach a certain age? Do you hope to build up a business that your children can take over many years from now? Do you expect to have a second career down the road?

Your business really is your life when you own an insurance agency - Part 1

Tue, 15 Apr 2014 11:00:00 GMT

Part 1 of 2 - Owning an insurance agency is different from other occupations in any number of ways, but one of the most important involves how your work interfaces with your life outside the office. Most of us like to think that our work lives are completely separate from our home lives. But when you own a business such as an insurance agency, your work life and your home life are inextricably woven together. That doesn’t mean that owning an agency makes you a workaholic.

Help for insurance agents

Help for agentsWith experience providing loans to insurance agents for acquisitions, working capital and growth, we have resources to help buy, build or sell an agency.

Video tips on buying an insurance agency

Video: Buy an insurance agency

> Buy an insurance agency white paper

Sell an Agency

Sales an insurance agencyHave an insurance agency to sell? List it here for exposure to thousands of prospective buyers.

Buy an Agency

Find an agency to buySearch agencies for sale based on your specific criteria.

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Listing email alertsSign up to receive email alerts when agencies in desired areas become available for sale.