and assists Insurance Agency Owners in selling their Agencies or their Books of Business. We work daily with insurance agency owners, agency buyers, and lenders across the country. We pride ourselves on providing clients with the highest level of service and expertise.
Receive the most money possible when you consult with Sunbelt Business Brokers to broker the sale of your P&C, Life, Health, Annuity or any other insurance agency. We’ll stand by your side to make sure you don’t make common, costly mistakes when selling your agency.
When it comes to valuation assignments, the assets being valued, purpose, and conditions affect the analysis and calculated value. From a valuation perspective, the purpose drives the standard of value – whether fair market value, fair value, synergistic/strategic value, or liquidation value. Knowing the assets (e.g. stock, business, book of business) helps us to understand the complexity of the engagement. The intended user could be an owner, a buyer, or a bank, but we need to know who the client will be and who we will be interacting with through the assignment. Once we understand the scope of the valuation, then we need to get some high-level specifics to provide an estimate for the engagement.
From determining the value of your agency to finding a qualified Buyer to negotiating the price and terms of sale, Sunbelt has your back!