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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 Google’s next frontier the insurance industry?

Wed, 03 Sep 2014 01:00:00 GMT

Google is potentially in a unique position to become a new force in the insurance industry. A recent report from the company says that insurance is in the top five of all products that are heavily purchased online and predicts that 75 percent of all insurance purchases will be made via the web by 2020. Armed with data and strong capabilities (the company can already monitor traffic in real-time, obtain data from Android devices to report on traffic, and just purchased a company that monitors home data to create “smart homes”) it’s possible that Google will enter the digital insurance space on its own or through strategic partnerships with established companies.

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.

Video: Buying an agency

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