As you think about the future of your agency, you might be thinking of a sale or merger. We are here to help you through the process for initial thinking, planning, and implementation.
Here are a few things to think about.
- Find a partner who understands your business and industry.
- Think about your legacy and how you want that to look.
- Keep to the facts and reason and try ts work through any issues by marshaling data and evidence for your position.
- Understanding the importance of key operational staff retention and involving HR early on in the deal process.
We are a Texas based M&A Acquisition and Advisory practice focused on the Independent P&C Insurance Market. Whether you are looking to retire, seeking perpetuation planning or simply exploring options, let’s talk.
Our parent company, Davidson Stewart Morelock, has been an independent P&C agency since 2008, with our principals offering over 50 years combined experience in the insurance industry. We have successfully worked with a number of agencies creating mutually beneficial solutions for owners, partners and buyers.
Let keep talking.