Tag: selling insurance agency

30
Jul

Another Reason why this is the best time to Sell your California Insurance Agency

Over the past 15 years, we’ve all heard reasons why you should sell an insurance agency. Lower commissions, higher capital gains taxes, increasing overhead and the big bad internet. Independent Agents have heard dozens of reasons to sell their agencies, but if it’s so important to sell now, why is it such a good idea to buy? 

23
Mar

Organize Financials before Selling Insurance Agency

Often times agency owners will market their agency for sale without getting everything in order first. They go into it thinking they’ll gather the information as soon as they find a qualified buyer. While this thinking may make sense to some, the reality is you can lose