The Top Insurance Agency Brokerage Solution

General Insurance Brokerage is a leading insurance agency merger and acquisition (M&A) transaction broker. We serve all types of independent insurance agencies throughout the United States, offering advice and growth strategies to achieve their goals. Serving companies across the United States, we assist buyers and sellers in more than 100 transactions annually from coast to coast. Our professionals understand the opportunities and challenges that exist in the insurance sector, and offer solutions to help clients fulfill their strategic goals and objectives. Our depth of expertise stretches through all stages of the buy/sell process – from initial planning to successful execution. Whether you’re looking to buy or sell, we can help you develop and execute a plan that’s right for you to ensure you reach maximum profitability.

Testimonials

What Makes Us the Preferred Solution?

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We Complete More than 100 Transactions Per Year from Coast to Coast

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Providing the Highest Multiples in 10 Years

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Never a Fee to the Seller – This Includes a Due Diligence Package!

Insurance Agency Mergers & Acquisitions

FREE Insurance Agency Valuations

Financial Consulting & Lending Options

Buy-Side Advisory

Sell-Side Advisory

No Fees to the Seller!

Want to Know What Your Insurance Agency is Worth?

Click the button below to complete a brief valuation questionnaire and a member of our team will contact you to provide your free agency valuation.

Looking to Buy or Sell an Insurance Agency?

Would you like to speak to a member of our team to discuss selling or buying an insurance agency?  Please complete the form below and will be contact you quickly.

Didn’t find the answer?

Submit your question below and a member of our team will gladly answer your question.  Thank you.

Frequently Asked Questions

How is the value of my agency determined?

Each agency is unique, however; there are constant factors in every deal. Valuations are a blend of free cash flow, the mix of revenues (personal lines vs commercial lines) and quality of the revenues (carrier mix, retention and loss ratios). Once we determine the value based on these factors, we compare our findings to debt service ratios and return on investment. We basically look at the deal from a lender/SBA underwriting point of view. If the pricing of the agency works for all the parameters, there is a 99% chance the deal will close!

What documents do you need from my agency to determine value?

To discuss pricing:

  • Prior Year Tax Return
  • Year to date Financials
  • If you have an agency management system:
  • Report showing last 12 months commissions by line of business
  • Report showing last 12 months commissions by Carrier
  • Employee Schedule

Is my information kept confidential?

Strictly confidential, we don’t accept information without a Non-Disclosure Agreement signed by both parties!

If I decide to sell what is involved in the process?

We collect your due diligence information.

We contact our clients that are the best fit for your company, they sign a non-disclosure agreement to gain access to your company’s electronic file. Typically, you can expect a contract for review within 2 -weeks from the time we collect your due diligence!

Can I expect to receive all cash for my agency?

In most cases, you receive cash at closing. Our lenders will provide the buyer a loan on a 10-year amortization.

How long is the typical transaction from start to finish?

Typically, you can expect a contract for review within 2 -weeks from the time we collect your due diligence! The closing process is an average of 45-60 days.

Contact

Corporate Office and Mail Center

6353 Mighty Eagle Way, Sarasota Fl, 34241

Office: (941) 870-3388 | Fax: (941) 240-2106


Info@GeneralInsuranceBrokerage.com

New York Office:

Office: (646) 415-8535

Texas Office:

Office: (214) 256-5977

North Carolina Office:

Office: (704) 909-6567

California Office:

Office: (213)212-9811