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Ask Your Peers  Agencies for Sale 


Greg Heitmann, IPA Risk Management, LLC - Rochelle Park, NJ 07662
Reputation: 1205 - Total posts: 167
Can anyone suggest either a company or a website where we may find insurance agencies for sale? Our agency is exploring the possibility of acquiring an additional agency in the NJ/NY/PA Tristate area. Other states may be a possibility if they are self sufficient.
9 year(s) 3 month(s) ago
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Scott, Marindependent Insurance Services LLC - Mill Valley, CA 94942
Reputation: 593 - Total posts: 25
Have you checked out Agency Equity to sell your agency? It is at least a solid source of information.
Agency Equity
https://www.agencyequity.com/
9 year(s) 3 month(s) ago
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Bernie Lemberg, ABA Insurance Agency - Fairlawn, NJ 07410
Reputation: 50 - Total posts: 7
check out Oak Street Funding
9 year(s) 3 month(s) ago
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Larry Lipman, LarryLipman - Woodland, CA 95776
Reputation: 180 - Total posts: 15
Both the above are very good. But, you have to understand that your area isn't a hotbed of published/advertised opportunities.
If you're truly looking to acquire, you have to get yourself up to speed.....and not in a hurry! Biggest mistake is rushing into deals.
One of the consultants that does tons of small agencies and small books of business is on the agencyequity site. But, many of the deals you'll see are from Allstate or captive agencies (there's a reason for that).
I suggest that as part of your strategy that you join your local BigI, NAHU, P&C Association of independent agencies, get friendly with the aggregators and MGA's that allow smaller agents to pay for access to Main Street Markets, and above all -- Call and meet with every agency owner you can.
In fact, cold-call them and develop personal relationships. Small deals are done without ever seeing the light of day for competitive bidding.
Larger deals are positively frothy with competition. MarshBerry and Reagan Consulting are great resources to learn historical data.
I'm happy to talk with you and give you as much information as I can. I believe that most small agency owners, if they had the chance, would go back in time an unwind 90% of the deals that they've made.
9 year(s) 3 month(s) ago
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Greg Heitmann, IPA Risk Management, LLC - Rochelle Park, NJ 07662
Reputation: 1205 - Total posts: 167
Thanks Lawrence.
9 year(s) 3 month(s) ago
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