Agency Brokerage

Agency Brokerage is a consultant and mergers and acquisitions advisory firm serving independent insurance agencies and brokerages. Our advisory services are designed to help insurance agency owners understand, grow, and maximize enterprise value while planning for a successful ownership transition. Our services include: • Insurance agency valuations • Insurance agency sale brokerage • Merger and acquisition consulting • Succession and continuity planning • Fractional CFO consulting Our advisors are professionally trained and hold multiple designations in business valuation and mergers & acquisitions. Our firm has completed more than insurance agency valuations and advised on 500+ insurance agency sale transactions. Clients benefit from the combined experience, expertise, professionalism and insight of our advisory team. Our ideal client is an insurance agency owner planning to sell within the next three to five years. By working proactively with owners to develop an exit strategy well in advance of a transaction, we help reduce risk, improve deal readiness, and support stronger transaction outcomes. Because insurance agency value is influenced years before a sale, early planning becomes increasingly critical as agencies grow in size and complexity. Follow our LinkedIn Page and join our newsletter to stay informed on acquisition opportunities and receive notice of educational content produced by our team. Website: