The Exit Strategy

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.

Insurance Agency Valuation

This webinar presentation was delivered by our partner Michael Mensch through Oak Street Funding in October of 2013. If you are thinking of selling your insurance agency within the next 3-5 years, then this short discussion is of critical importance to you. The presentation is approximately 40 minutes and discusses:

1. Attributes of a successful exit from an insurance agency or brokerage.

2. Visualizing what a successful exit might look like for you.

3. Detailed steps you should take in advance.

4. Case studies of real world agency sale transactions.

Hiring an M&A Advisor

This 20 minute online presentation highlights what insurance agency principals should look for in an M&A advisor. Whether seeking assistance in valuing an insurance agency, selling an insurance agency or finding and acquiring insurance agencies, this short presentation provides guidance in what attributes to look for, and questions to ask, before engaging an advisor for services.