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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.

List an AgencySearch 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 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

What will it take to grow?

Tue, 10 Mar 2015 17:12:37 GMT

If you choose to take on debt to implement growth initiatives, how will you achieve the right balance between that debt and available liquidity? Oak Street Funding answers this frequently asked question.

For businesses that consider or choose to take on debt to implement growth initiatives, achieving the right balance between that debt and available liquidity (available cash or the capability of quickly converting assets to cash) 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. In a survey, we discovered our clients were able to
realize an average of 36 percent growth by the investment of borrowed monies into their agencies.1


5 Simple and Inexpensive Ways to Market Your Agency

Wed, 04 Mar 2015 14:00:00 GMT

You don’t always need an extensive or complicated plan in order to executive marketing activities for your agency. Marketing tactics need to do two major things: help attract new customers and help you maintain existing ones. Here are five simple things you can do to market your agency that don’t require a lot of time, money or expertise.

Turning Price-Shoppers Into Clients

Wed, 21 Jan 2015 18:49:00 GMT

The phone rings, and it’s someone asking for an auto insurance quote. Odds are they’re unhappy with their rate, so they’re calling you and four other agents to find a better price. You’ll take a few minutes to work up a number, but what’s the point? If the next agent is a dollar cheaper, you’ve wasted your time. If that’s your attitude, you may be throwing business away each month. Read more...

Video: Buying an Agency

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


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.