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.