Manual for Buyers

Before  Buying an Insurance Agency – Read This

Click here to download our Manual for Buyers in PDF format.

Our firm has been helping match-up buyers and sellers of independent insurance agencies for
nearly 9 years. Over this time, we have garnered a wealth of information that can help those
interested in buying another independent insurance agency.

Most of this whitepaper will discuss pitfalls to avoid in the acquisition process, however, we will
also share more lighthearted comments.

Some buyers we work with have bought many agencies over the years while others are “newbies” to the process. No matter which category you may be in, please take time to consider the details in this paper.

Click here to download our Manual for Buyers in PDF format.

Manual for Selling Your Insurance Agency

Click here to download our Manual for Sellers in PDF format.

For 8 years our firm has been helping match-up buyers and sellers of independent
insurance agencies across America. During this time, we have garnered a wealth of
knowledge about how to help agency owners go about selling their agencies. In this
manual, we’ll explore real-life stories of actual sellers (their names won’t be revealed)
who were successful in selling their agencies as well as those who ignored our advice.
Many agency owners that have ignored our suggestions, have later regretted their
decisions.

Click here to download our Manual for Sellers in PDF format.

7 Steps To Selling Your Small Business

7 Steps To Selling Your Small Business

Money in the bank and newfound free time make this grueling process worth the trouble.

Selling a small business is a complex venture that involves several considerations. It can require that you enlist a broker, accountant and an attorney as you proceed. Whether you profit will depend on the reason for the sale, the timing of the sale, the strength of the business’s operation and its structure.

Source: www.investopedia.com/articles/pf/08/sell-small-business.asp

How To Sell An Insurance Agency

How To Sell An Insurance Agency

Self Determination Is “The Name of the Game”

Every day we hear business gurus talking about “mission statements” and “business plans”. They are espoused to help executives and business owners in outlining how their respective business are going to grow. In larger corporations, managers and executives rearrange their calendars to when the next planning meeting is scheduled. Forecasts and “planning” is all-consuming. Having said this, don’t you think you should think years in advance on how and when you are going to sell your insurance agency?

Ron Christopher Co., Inc. (www.ronchristophercompany.com) is an M&A firm that helps bring together buyers and sellers of independent P&C agencies. Ph: 614-245-8230, Email: jfarleyrcc@gmail.com

Source: hubpages.com/business/How-To-Sell-An-Insurance-Agency

Buy an Insurance Agency

Buy An Insurance Agency

The Good, The Bad and The Ugly

No, we are not here to talk about Clint Eastwood gunning down some bad guy in the Old West. Although Eastwood is the favorite actor of the author of this blog. However, when talking about revenues over a period of years, a buyer will want to know the “why” behind the financial picture. It’s easy to sit and look at financial statements and say this is a good or bad prospective seller because revenues are up or down by a certain percentage.

Ron Christopher Co., Inc. (www.ronchristophercompany.com) is an M&A firm that helps bring together buyers and sellers of independent P&C agencies. Ph: 614-245-8230, Email: jfarleyrcc@gmail.com

Source: hubpages.com/business/Buy-An-Insurance-Agency

Sell An Insurance Agency

How To Sell An Insurance Agency

Every day we hear business gurus talking about “mission statements” and “business plans”. They are espoused to help executives and business owners in outlining how their respective business are going to grow. In larger corporations, managers and executives rearrange their calendars to when the next planning meeting is scheduled. Forecasts and “planning” is all-consuming. Having said this, don’t you think you should think years in advance on how and when you are going to sell your insurance agency?

Ron Christopher Co., Inc. (www.ronchristophercompany.com) is an M&A firm that helps bring together buyers and sellers of independent P&C agencies. Ph: 614-245-8230, Email: jfarleyrcc@gmail.com

Source: hubpages.com/business/How-To-Sell-An-Insurance-Agency