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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

Achieving big goals

Thu, 04 Dec 2014 16:20:00 GMT

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.

Are advisors inflating the value of their practices?

Fri, 31 Oct 2014 16:00:00 GMT

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.

Video: Buying an 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.

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.