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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

Should you borrow to reach your goals?

Tue, 17 Jan 2017 15:31:00 GMT

For businesses that consider or choose to take on debt to implement growth initiatives, achieving the right balance between that debt and equity is important. Maximizing a company’s return on equity requires a certain amount of debt. Oak Street appreciates the need for clients’ capital management strategies to align with their long term growth plans while minimizing potential cash flow vulnerabilities and works cooperatively with its clients to achieve these goals.

Planning Success

Tue, 17 Jan 2017 15:02:00 GMT

 You’ve heard it a thousand times….if you fail to plan, you plan to fail. While cliché, it’s proven and still many businesses and even more individuals fail to plan. Planning is not only about defining a destination but planning in business equals results. Results equal cash. Cash equals value. All of which lead to sustainability and wealth for individuals and businesses. Having a direction, a destination aligns people, provides success benchmarks, and provides a sense of accomplishment when targets and goals are achieved. It provides structure and definition and transforms a “happening” into a managed event.

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.