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.