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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

How to Use Digital Marketing Effectively

Mon, 28 Jul 2014 14:00:00 GMT

I recently read an article on www.iamagazine.com that really caught my eye because it related to not only myself, as a Senior Loan Officer at Oak Street Funding, but to most of the Insurance Agents that I talk to on a daily basis. You have to realize the day in age we are in right now and the type of technology we have access to in our everyday lives as consumers. I would guess that 9 out of every 10 people (in my opinion) have a smart phone, tablet, or iPad available to them at any second of the day. This means that businesses, including insurance agencies, need to adapt to the new technologies and life styles our customers have and look at every day.

Is Social Media Really Free?

Tue, 22 Jul 2014 17:00:00 GMT

These days, everyone is jumping on the social media bandwagon. It’s so easy to set up a Facebook or LinkedIn profile page. Both appear to be a less stressful way to generate leads than picking up the phone and making cold calls, right? Plus, it’s free! Or… is it? Maybe it’s time to think again.

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.

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