Sell An Insurance Agency

Sell An Insurance Agency

• Complete a full evaluation of your book of business
• Assemble the necessary documents for the due diligence process
• Re-cast your profitability
• Make an evaluation of price and terms based on market conditions
• Advertise to a targeted audience using a variety of methods
• Maintain full confidentiality throughout the entire process
• Provide direction towards the final contract and completion of sale

Name
Name of Agency
Address
City
State
Zip
Phone Number
Confidential E-Mail:

Type of Insurance Business:
Number of Locations:
Any Affiliation/Subsidiary of Another Company
Annual Gross Profit for Last 3 Years:
Estimated Cash Flow for Last 3 Years:
Name of Owners:
Top 3 Revenue Producing Companies:
Top 3 Revenue Producing Accounts (Amounts Only)
Number of Sales Staff
Number of Other Employees
Number of Employee Family Members:
Agency Management System
Accounting System (Quickbooks, CPA, etc.)
Have you acquired any other companies?
Are you a member of any network that affects revenue?
Customer Retention Ratio
Any E&O claims?
Any current/past lawsuits, judgments, or liens?

Contact

InsuranceAgencySales
Patrick Okrongly
1504 Natchez Trace
Atlanta, GA 30354

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