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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

Generate business by generating leads

Wed, 09 Nov 2016 16:30:00 GMT

What’s the single biggest factor in your business success? Sure, you have to have the right skills and resources. Great employees go a long way. Having the right products and services is crucial. But the number one factor is customers. If you don’t have people who are willing to buy what you offer, you don’t have a business. The more people who are willing to buy, the more your business can grow.

That’s why attracting and retaining customers is critical. It’s also why it’s beneficial to develop a lead generation strategy that provides access to prospective customers. Sure, you can focus solely on people who just happen to fall into your lap. But if you want to enjoy consistent success in any economic climate, you need to develop and follow a strategy to find and target those leads.

What is keeping you from growing?

Tue, 30 Aug 2016 15:15:00 GMT

Has your agency reached a plateau? Fortunately, there are ways to reignite your business and regain momentum. Here are some remarkably simple and practical ways to get your agency moving.

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.