Buy or Sell Your Insurance Agency With Confidence

Thinking About Selling Your Insurance Agency?

Selling an agency isn’t just a financial decision. It’s personal. We help you protect the legacy you’ve built while ensuring you get the maximum value for your book of business.

Why Agency Owners Choose Us

Accurate Valuations

• We assess your book of business, carrier mix, retention rates, digital presence, and operational structure to determine a fair and competitive value

Confidential Process

• Your information is kept secure while we connect you only with qualified, serious buyers

Smooth Transition Support

• From documentation to negotiations, we guide you through each step to ensure a seamless handoff

Flexible Deal Structures

• Lump-sum buyouts, earn-outs, partial equity—whatever fits your goals, we help structure it.

Our Process for Buying or Selling an Agency

How Our Process Works

Whether you’re selling your agency or looking to acquire one, our process is shaped by the experience of Byron Johnson, a recognized expert in agency growth and acquisitions. Every step is designed to protect your interests and ensure the best possible outcome.

1. Confidential Consultation

We start with a private discussion to understand your goals, timeline, and agency profile.

2. Comprehensive Valuation Review

We analyze financials, retention, carrier appointments, operational structure, and growth potential to determine realistic market value.

3. Buyer/Seller Matchmaking

We connect you only with qualified parties who meet your criteria — no wasted time, no unvetted prospects.

4. Due Diligence Assistance

Financial verification, book-of-business audits, loss ratio review, compliance checks — we guide you through each step.

5. Negotiation & Deal Structure Support

From terms to transition planning, we help craft agreements that protect both sides and maximize long-term success.

6. Transition & Onboarding Support

Once a deal is reached, we assist with onboarding, carrier notifications, staff planning, and client transition to ensure continuity.