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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

The Next Wave

Tue, 28 Mar 2017 19:23:38 GMT

What’s going to happen in the world of CPA firm mergers & acquisitions? It is going to ramp up. Many Baby Boomers have already held on longer than they should, and there is a growing number of aging accounting practices with no succession plan of any kind. It is estimated that less than 25% of all accounting firms have a succession plan. This is a major area of exposure.

5 Ways to Generate Leads

Wed, 22 Mar 2017 13:05:00 GMT

Attracting and retaining customers is critical to business growth. This is why it is beneficial to develop a lead generation strategy that provides access to prospective customers, as well as nurtures existing customers. The fact is, if you do not have people who are willing to buy what you have to offer, you do not have a business. It is time to develop a strategy to efficiently and effectively target these leads.

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.