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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

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.

Why agency owners should be spooked by the dark!

Tue, 21 Oct 2014 14:53:00 GMT

Sometimes ignorance is bliss and it may seem like what you don’t know can’t hurt you. But being in the dark when it comes to agency finances can and should be very scary. In the midst of an economy and a market that will always be somewhat unpredictable, insurance agency owners should have a strong understanding of their cash flow and take proactive steps to effectively manage their money through good times and bad. You can avoid dark situations for your agency by implementing best practices.

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.