Agency Brokerage Consultants

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The Exit Strategy: Selling Your Insurance Agency or Brokerage

This webinar presentation was delivered by our partner Michael Mensch through Oak Street Funding in December of 2011. If you are thinking of selling your insurance agency within the next three years, then this short discussion is of critical importance to you. The presentation is approximately 50 minutes and discusses:

1. Why agency principals should have an exit strategy from their business and how they can develop one.
2. How to understand and enhance the market value of an agency.
3. What a structured sale process looks like and why it is the best way for an agency principal to maximize their return on the sale of their agency.
4. A number of other relevant details relating to planning and executing the sale of an insurance agency.