No fee to sellers Direct to agency buyersAgencies · books · MGAs · all 50 states
Sell Your Insurance Agency DirectInsurance agency M&A
Ready to sell · now or within six months

Ready to sell your insurance agency? Start with one call.

Tell us what you'd be selling. We'll talk through value, fit and structure, then introduce you to a buyer that fits.

Updated September 28, 2026

No fee to you — not up front, not at closing.

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  • Direct to buyersMatched to fit, not auctioned

  • No feeNot up front, not at closing

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Ready now or a year out — tell us where you are. Someone from our team calls you. No fee and no obligation.

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No fee to you — not up front, not at closing.

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No fee to youNot up front, not at closing

15+ years of dealsAgencies, books and MGAs

Direct to buyersMatched to fit, not auctioned

A realistic rangeWhat buyers look at, explained

Short answer: Selling an agency usually takes about four to six months from preparation to closing. It starts with a conversation, then a realistic value range, an introduction to a buyer that fits, and a letter of intent, diligence and closing. There's no fee to you.

What happens after I reach out?

  1. We call you to understand the agency, your reasons and your timing.
  2. We give you a realistic range and tell you which kinds of buyers fit: a strategic acquirer, a regional agency, a platform, or a book buyer.
  3. We introduce you to a buyer that fits. The buyer signs a confidentiality agreement before seeing financial detail.
  4. We help you through terms and diligence until closing.

How long does it take to sell an insurance agency?

A typical agency sale runs roughly four to six months: preparation and valuation, finding the buyer, weighing offers and a letter of intent, due diligence, then final negotiation and closing (source). Diligence itself can take four to six weeks when the documents are ready — and three to four months when the seller waits for the buyer to ask (source).

How are agency deals structured?

The headline price is only one part. Most agency deals combine several of these (source):

PartWhat it means for you
Cash at closePaid when the deal completes. The most certain money, and the least risk to you.
EarnoutFuture payments tied to how the book performs after the sale — retention, growth or earnings.
Seller notePart of the price paid over time. In effect, you lend the buyer that part.
Equity rolloverPart of the price taken as equity in the buyer, for a share of future upside — with more risk and less liquidity.
Escrow / holdbackA slice held back for a period after closing to cover disputes or surprises.

Two offers with the same multiple can be very different deals. We help you compare them on what you'll actually receive, and when.

What should I start gathering?

You don't need anything to call us. To get to a formal offer, a buyer needs 14 things — the two that matter most are a policy list that includes cancellations (so retention can be measured, not guessed) and commission and premium by carrier, by month. No customer names are needed.

See the full checklist and how to pull each item from Epic, AMS360, EZLynx, HawkSoft, QQ Catalyst or carrier portals →

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Either way, start with one conversation about your insurance agency. Five quick fields — no fee, no obligation.

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Sell Your Insurance Agency DirectInsurance agency M&A

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