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Buy or sell an agency

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.

> List your insurance agency 

> Search agencies for sale


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 sale > 

Deal origination: the art of locating the right deal > 

5 Keys to buyer due diligence >

Making it through the M&A jungle >

Fund Your Agency Acquisition

Get a loan to acquire an agency, grow your insurance business, invest in technology, pay off business debt, hire top producers or employees – without risking your customers or control of your business.

Fund your agency acquisition

Latest OSF Blogs

Maximizing your credit score

Tue, 17 May 2016 04:00:00 GMT

Ever wonder why the credit score a lender receives isn’t the same as what you just received from one of the free credit report sites? Do you question why the three main credit reporting agencies never have the same score – and they sometimes vary by as much as a 100 points? Are you looking for ways you can ensure you’re maximizing the key factors that drive the credit reporting agency’s scoring models?

The Bottom Line on Cash Flow

Tue, 17 May 2016 04:00:00 GMT

We often hear about the importance of the bottom line. This last line on a financial statement indicates an entity’s profit or loss, so the bottom line is a key focus for most businesses. There’s no doubt that a company’s profitability is critical. Cash flow, however, may be equally important to the health of a business. From an internal perspective, poor cash flow can impact the business’s ability to operate. After looking at thousands of cash flow statements of agencies of all sizes – both independent and captive – I’ve noticed that poor cash flow often is the result of five issues.


M&A Tips

The Realities of Selling to a Large Organization
If you’re an agency owner who is looking to buy or sell an agency, you need to be aware of how larger organizations, including aggregators, impact M&A deals. As a seller, determining which buyer will closely align with your financial goals and future vision for your agency, employees and clients may largely depend on the size of the buyer and its M&A philosophy. Read more >


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.

Receive Email Alerts

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