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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

Increased Regulatory and Compliance Costs Hit Community Banks

Tue, 19 Aug 2014 15:42:00 GMT

When Robert Patrella, Chairman, President and CEO of Guernsey Bancorp, was asked this week why his Westerville, Ohio based bank decided to sell itself after only 13 years in operation, the rationale given should not come as a shock. Rising compliance costs as a result of increased regulatory scrutiny was the main culprit. New regulations put in place, including but not limited to, Dodd-Frank, Basel III, the Bank Secrecy Act, the Consumer Financial Protection Bureau and the Volcker rule, have put many of the nation’s 6,728 FDIC-Insured Commercial Banks and Savings Institutions in an unenviable position: either sell, or go under, just as 495 banks did from the beginning of 2008 through the end of April 2014. Additionally, pressures on net interest margins due to the low rate environment, and concerns regarding cyber security and high profile data breaches have left many banking executives looking for the exit sign.

Creativity and Innovation - The keys to keeping your agency vibrant!

Tue, 19 Aug 2014 15:34:00 GMT

Creativity is the act of producing new ideas, approaches, or actions while innovation is the process of putting an idea into action. Creativity is always the starting point for innovation. The ability to “think outside the box” is best supported in a flexible, open, nurturing environment with a leader who sees his or her primary role as supporting rather than directing. Creative people require this kind of environment to invent, imagine, problem solve and create fresh ideas and concepts...

Video tips on buying an insurance agency

Video: Buy an insurance agency

> Buy an insurance agency white paper

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