Are you considering or planning to sell your independent insurance agency or brokerage firm?
For most owners of profitable independent insurance agencies and brokerage firms, it is not a question of if you will ever sell your insurance firm; it’s a question of when, how and at what price and terms. Selling an insurance agency is a complicated and detailed process with potential pitfalls to navigate. There are many moving parts, both legal and financial. Our team of M&A advisors has the industry knowledge and experience to successfully manage and streamline the sales process. From initial planning to a successful closing, we can strategically guide you through the entire sales process to ensure that you achieve your objectives and maximize the value of your insurance firm.
Established in 2008, DCG Services National works with a professional team of experienced intermediaries, sell-side merger and acquisition (M&A) transaction advisors. We exclusively serve independent insurance agencies and brokerage firms throughout the United States. Our team represents all types of retail and wholesale insurance firms in the strategic marketing and sale of their insurance business. Our advisors have successfully completed hundreds of insurance agency / brokerage M&A transactions from coast to coast. We understand the opportunities and the obstacles that clients face and provide solutions to ensure that each client achieves their strategic objectives and reaches maximum profitability. Our team has a vast network of strategic buyers, including key, meaningful relationships with the most prolific investors within the insurance industry, both private equity-backed and privately owned national insurance brokerages. Our market knowledge, expertise and expansive network of industry relationships has provided us with the ability to seamlessly connect clients with qualified buyers / investors that are most ideal for their insurance firm. Our professional team of expert advisors will strategically guide you through the entire sales process to ensure that you achieve your objectives and maximize the value of your insurance firm. If you are considering or planning to sell your independent insurance agency or brokerage firm, now is the perfect time to explore options. Our entire team is dedicated to delivering exceptional value and results while providing the highest level of service.
Schedule a free, confidential agency / brokerage consultation and valuation.
Dedicated M&A Advisors
- Professional M&A advisors with decades of combined experience
- Exclusively serving independent insurance agencies / brokerage firms throughout the United States
- Represent all types of insurance agencies and brokerage firms with annual commissions / revenues of (100K – $10M plus)
- Hundreds of successfully completed independent insurance agency / brokerage M&A sales transactions
- Confidentiality protected and maintained with strict NDA’s and processes
- Agency valuation, create a pro forma
- Strategic marketing to qualified buyers (Have key relationships with the most active, top-tier acquirers within the insurance industry, including both private & PE-backed national insurance brokerages.
- Negotiate all offers and contracts
- Manage the due diligence process, schedule all document requests
- When needed, will assist in buyer financing
- Finalize all agreements, complete all closing requirements
- Private Sale – No fee to the seller
- Private Equity Sale – Strategic Partnerships
- References available, please request
Sales Process Overview
*The Above Steps to Selling Your Independent Insurance Agency is a General Overview.