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.
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 >
The phone rings, and it’s someone asking for an auto insurance quote. Odds are they’re unhappy with their rate, so they’re calling you and four other agents to find a better price. You’ll take a few minutes to work up a number, but what’s the point? If the next agent is a dollar cheaper, you’ve wasted your time. If that’s your attitude, you may be throwing business away each month. Read more...
Big life goals often seem overwhelming. It’s difficult to see them as a series of small, achievable tasks, but the truth is that breaking them down into smaller manageable parts is exactly how big goals are achieved.
According to new research, advisors are inflating the value of their practices. On average, advisors believe their practices are worth 2.8 times their total revenue, but for those advisors who actually purchased a practice within the past 12 months, the average revenue multiple paid was 2.2 times revenue.
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.
Have an insurance agency to sell? List it here for exposure to thousands of prospective buyers.
Search agencies for sale based on your specific criteria.
Sign up to receive email alerts when agencies in desired areas become available for sale.