At some point during their career, many insurance agency owners think about buying or selling an agency. Many unfamiliar issues must then be addressed in detail. Should the deal structure be asset or stock based? What are the tax and […]
Agency Acquisition Resources
Capital Resources, LLC
At Capital Resources, we know there is a prosperous future for insurance agents. We’ve lent more than $400 million to insurance agents just like you. It’s our specialty. We also offer key benefits you won’t find offered by most other […]
Agency Brokerage Consultants – M&A advisor
Agency Brokerage Consultants is an experienced, national mergers and acquisitions firm serving individuals and companies seeking to value, acquire or sell insurance agencies or brokerages. We are a professional transaction advisor, marketing organization and intermediary between agency buyers and sellers. […]
Agency Brokerage Consultants – Valuations and Appraisals
Why hire our firm to value your insurance brokerage: 1. We are experienced merger & acquisition advisors. We only handle insurance brokerage valuations, sales and acquisitions; therefore, we are very much in-tune with the market value of an independent insurance […]
Quivira Capital – Loans
Our insurance lending program is targeted to Retail Agencies, Wholesalers and MGAs (with or without related insurance company operations). We have multiple funding sources for arranging acquisition, growth, and expansion loans or for refinancing of existing loans to improve cash […]
Springtree Group – Financing
Much like an independent insurance agent, we have agreements with a large group of markets (lenders), we field underwrite, package, submit financing deals to our underwriters and then manage the process. STG offers more than 30 different lending programs custom […]
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