Agency Brokerage is a nationally recognized consultant and mergers and acquisitions advisor serving independent insurance agencies.
Our advisory services are designed to help insurance agency owners understand, grow, and maximize enterprise value while planning for a successful ownership transition. Our services include:
Insurance agency valuations
Insurance agency sale brokerage
Merger and acquisition consulting
Succession and continuity planning
Fractional CFO consulting
Our tight-knit, high-energy team is on a mission to help agency owners build and realize the highest value from their firms. We accomplish it through a combination of insightful educational content, consultation, and transaction advisory - always with integrity, excellence, accountability, and enthusiasm.