Seeking Employee Benefits Independent Agencies for Acquisition – Strategic Growth Opportunity with AEIS

AEIS (Advanced Estate and Insurance Services, Inc.) is a California-based, independently family owned employee benefits firm with over 40 years of experience delivering comprehensive, concierge-level benefits consulting and insurance advisory services. Our mission is to simplify the complex world of employee benefits and compliance while creating tailored strategies that align with the unique needs of our clients—from startup firms to multi-generational family businesses and everything in between.

We are actively seeking to acquire employee benefits books of business or independent agencies that prioritize long-term client relationships and white-glove service. Ideal candidates will be agencies with strong client retention, a consultative approach to advising, and a client base that values proactive guidance in areas such as compliance, risk management, and benefits optimization. AEIS is uniquely positioned to preserve your legacy, honor your client relationships, and ensure a seamless transition for both you and your clients.

Whether you’re planning to exit the business, retire, or simply want to reduce administrative burdens while still staying involved, we offer flexible deal structures tailored to your goals. We’re committed to continuity, personalization, and making sure your clients remain in excellent hands.

You can learn more here: https://www.aeisadvisors.com/sell-your-book-of-business

If you’re ready to explore what your next chapter could look like—or simply want a confidential conversation—we’d love to connect.