Maximizing Value in Insurance Agency M&A Transactions

Industry Presentation
January 29 | 9:00 – 10:00 AM

In today’s rapidly evolving insurance market, agency acquisitions are at an all-time high. Several factors drive this surge, including an aging demographic, changes in the employment environment, rising multiples, evolving customer expectations, technological advancements, and revenue growth from the hard market. As a result, many agency owners are contemplating whether now is the optimal time to sell.

This workshop aims to provide valuable insights into the significant impact Insurance Agency Networks have on both buyers and sellers during M&A transactions. By attending, you’ll gain current data on agency valuations and learn how network relationships can significantly enhance the strength of an acquirer. We will also explore the synergies between agencies within the same network, which can lead to higher profitability and ultimately a better selling price, and discuss structuring contracts and developing protocols to facilitate internal transactions and retain Network strength.

Attendees can expect to:

  • Examine the current trends in agency valuations and M&A transactions.
  • Discuss structuring contracts and developing protocols to facilitate internal transactions and retain Network strength.
  • Analyze the impact of changing interest rates on deal structures and future transactions.
  • Discover how network relationships can boost the value of an agency.
  • Discuss Strategies for leveraging technology and developing a sales force to enhance agency value
  • Learn how networks enhance agent capabilities and success.

Join us for this informative session and learn how your Network agents can maximize the value of their insurance agency in today’s competitive market.

 

About Carey Wallace, Founder, Agency Focus

Over the past 16 years, Carey has worked with hundreds of independent insurance agencies helping them understand their agency’s value and turn that knowledge into an actionable plan for their future. She is a Certified Exit Planning Advisor, CEPA, and provides a variety of business consulting services including valuation, perpetuation planning services, acquisition support, financial and compensation analysis, and fractional CFO services through the company she founded, Agency Focus, LLC.

Carey has presented to over 5,000 agents this past year, and is considered an expert in her field. She is also the co-host of the podcast Insurance Refocused which highlights agents that are innovating and redefining the benchmarks in our industry. She prides herself in taking the time to understand the agency’s unique situation and helping them build the future they envision for themselves.

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