Sell your
insurance agency
with
confidence
Partner with us to ensure you sell to the right buyer at the maxmium price.
Schedule a Call
Selling your agency is a big deal.
You deserve to know you made all the right decisions along the way.
Whatever your goal,
we help you achieve it.
Selling your business can be life-changing.
You shouldn't have to do it alone.
It's far too easy to undersell your value or choose the wrong buyer if you don't have the right data, insights, or experience on your side.
As your partner, you can rely on our expertise, proven process, and dedicated team to guide you to a successful sale.
It's far too easy to undersell your value or choose the wrong buyer if you don't have the right data, insights, or experience on your side.
As your partner, you can rely on our expertise, proven process, and dedicated team to guide you to a successful sale.
Selling your agency is a big deal.
You deserve to know you made all the right decisions along the way.
Partner with us to ensure you sell to the right buyer at the maximum price.
Sell your
insurance agency
with confidence.
Selling your agency is a big deal. You deserve to know you made all the right decisions along the way.
Partner with us to ensure that you sell to the right buyer at the optimal price.
Sell your
insurance agency
with confidence.
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Whether you are looking to accelerate growth, continue the journey with more resources, or exit the industry, we can help.
Everyone has a different motivation to sell.
Whatever your goal, we help you achieve it.
Realize more value for you and your family.
Our clients typically obtain
than previous offers they have received.
offers 30%+ higher
You worked hard to build your business, don't sell it for less than it's worth.
Creating a competitive environment, preparing your financials, and having a deep understanding of the process are required to yield the best results.
3 Ways to Increase your Agency's Value
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Taking the first step is easier if you have the right data.
At the start of your journey, it is our goal to equip you with information on current market conditions, deal structures and buyer culture so that you can determine if selling is right for you.
We spend time learning about your business and provide an estimate of what we believe a buyer would be willing to pay.Taking the first step is easier if you have the right data.
At the start of your journey, it is our goal to equip you with information on current market conditions, deal structures and buyer culture so that you can determine if selling is right for you.
We spend time learning about your business and provide an estimate of what we believe a buyer would be willing to pay.After choosing to partner with Legacy Advisors, we work together to craft your story, create a CIM (Confidential Information Memorandum), and build a Pro Forma (financial model).
These go-to-market materials are used to present your unique business value to buyers.
After choosing to partner with Legacy Advisors, we work together to craft your story, create a CIM (Confidential Information Memorandum), and build a Pro Forma (financial model).
These go-to-market materials are used to present your unique business value to buyers.
We engage with select buyers and share your go-to-market materials.
You will choose which buyers you would like to meet with and we will prepare you with what to say and questions to ask.
The goal of these meetings is to meet a variety of potential partners, receive offers, and get a sense of who you want to work with.
We engage with select buyers and share your go-to-market materials.
You will choose which buyers you would like to meet with and we will prepare you with what to say and questions to ask.
The goal of these meetings is to meet a variety of potential partners, receive offers, and get a sense of who you want to work with.
At this stage in the journey, we will evaluate offers and negotiate on your behalf with your top choices to yield the best results.
You should only move forward with a buyer if their offer meets your financial goals and they have the right day 2 culture.
At this stage in the journey, we will evaluate offers and negotiate on your behalf with your top choices to yield the best results.
You should only move forward with a buyer if their offer meets your financial goals and they have the right day 2 culture.
The final step of our process is called the diligence period. This is when the buyer reviews and confirms financial details.
During diligence, our team leads you to a successful close by working with the buyer, legal, and accounting to ensure all deadlines are met and all requests are processed.
The final step of our process is called the diligence period. This is when the buyer reviews and confirms financial details.
During diligence, our team leads you to a successful close by working with the buyer, legal, and accounting to ensure all deadlines are met and all requests are processed.
Remove the
guesswork with our dedicated team and proven process.
Our Process
Remove the
guesswork with our dedicated team and proven process.
Remove the guesswork with our dedicated team and proven process.
We specialize in sell-side insurance deals only which means our sole focus is to help insurance agency owners successfully sell their businesses.
Benefit from what makes us different.
Leverage our unique team dynamic.
Our team is made up of previous agency owners and private equity investors with financial expertise.
We have empathy for the position you are in and we understand the buyer mindset.
A look at some of our recent transactions
For a confidential discussion to learn more about the value of your business, typical deal structures that buyers propose, or the selling process in general, submit your information below.
Take the first step
You shouldn't have to do it alone.
It's far too easy to undersell your value or choose the wrong buyer if you don't have the right data, insights, or experience on your side.
As your partner, you can rely on our expertise, proven process, and dedicated team to guide you to a successful sale.
Selling your
business can be
life-changing.
Realize more value for you and your family.
You worked hard to build your business, don't sell it for less than it's worth.
Creating a competitive environment, preparing your financials, and having a deep understanding of the process are required to yield the best results.