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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

Is Social Media Really Free?

Tue, 22 Jul 2014 17:00:00 GMT

These days, everyone is jumping on the social media bandwagon. It’s so easy to set up a Facebook or LinkedIn profile page. Both appear to be a less stressful way to generate leads than picking up the phone and making cold calls, right? Plus, it’s free! Or… is it? Maybe it’s time to think again.

Gain Their Trust!

Mon, 21 Jul 2014 14:00:00 GMT

What is the number one quality that people look for in any one individual…TRUST! Trust for this purpose is defined as ‘reliance on the integrity, strength, ability, surety, etc., of a person or thing; confidence.’

What is the number one thing we learned growing up? Always tell the truth. This was a big deal in my household growing up. My mom would always say “Tell the truth so you don’t have to try and remember what you thought the truth was.” Ingenious!!! Let’s say your client/prospect has a certain deadline that they are telling you they need to meet and you know deep down that you cannot meet that deadline. Go ahead and be truthful, most clients can handle bad news and they will appreciate your honesty. Thus, building a good rapport and an understanding of trust which is invaluable.


Video tips on buying an insurance agency

Video: Buy an insurance agency

> Buy an insurance agency white paper


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Sales an insurance agencyHave an insurance agency to sell? List it here for exposure to thousands of prospective buyers.

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