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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 online aggregators doing more harm than good?

Thu, 28 Aug 2014 15:30:00 GMT

In the UK, 50 percent of all personal lines policies are purchased via an online aggregator and the trend is catching on in the United States. The question is, are online aggregators aiding the sales of insurance products and services or driving process and profitability down? ResearchMoz published a report that details how this new channel is affecting all lines of insurance distribution and how leading insurers are increasingly challenged with declining customer retention rates, brand dilution, market share loss and other issues.

Increased Regulatory and Compliance Costs Hit Community Banks

Tue, 19 Aug 2014 15:42:00 GMT

When Robert Patrella, Chairman, President and CEO of Guernsey Bancorp, was asked this week why his Westerville, Ohio based bank decided to sell itself after only 13 years in operation, the rationale given should not come as a shock. Rising compliance costs as a result of increased regulatory scrutiny was the main culprit. New regulations put in place, including but not limited to, Dodd-Frank, Basel III, the Bank Secrecy Act, the Consumer Financial Protection Bureau and the Volcker rule, have put many of the nation’s 6,728 FDIC-Insured Commercial Banks and Savings Institutions in an unenviable position.

Video: Buying an agency

Video: Buy an insurance agency

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