Purchase an Insurance Agency That Will Maximize Your Revenue & Success
We will help you navigate the exchanges of information, negotiations, regulations, and contracts that are involved with a purchase. We work with top preferred lenders that specialize in agency financing.
Get Access to the
Sellers List
Customer Satisfaction At It’s Best
We will help you navigate the exchanges of information, negotiations, regulations, and contracts that are involved with an agency purchase.
There are many factors to consider before you buy an insurance agency since purchasing is a significant investment of time, energy, and funds. Choose the right agency and you will set yourself up for the financial success, freedom, and flexibility. However, choosing the wrong agency that is not a good fit for you, you could be facing years of frustration, heartache and debt.
Insurance Merger Specialists alleviates these stresses for you.
See How We
Facilitate Your Deal
We understand insurance, your motivation for acquistions, & how to ensure your success.
Grow Through Acquisition
Pick up a new
carrier or carriers
Achieve or increase
contingency income
Easily grow into
new regions
Ward off larger agencies
coming into your region
Increase your
agency footprint
Pick up quality
employees & producers
Grow Through Acquisition
Pick up a new carriers, add premium with mutual carriers, grow into new locations, pick up quality employees and producers, & ward off larger agencies entering your region all in one swift move.
How We Help Buyers
Facilitating
Your Deal
Our upfront data collecting, compiling into format help gives peace of mind that you are making the right decision on purchasing.
Upfront work and complete pitchbook gives a detailed summary of the agency you are considering purchasing. This upfront work saves time and helps to move through the due diligence phase of purchase.
Preferred
Lenders
We help put your complete loan package together which ensures compliance to lenders guidelines. The financing can be the most difficult part of closing an M & A transaction. Our understanding of the loan programs and guidelines helps to ensure you receive the best rate, terms, and fee structure for your acquisition.
M & A Trained
Accountants
The key to making the deal go smooth in lending transactions is to get your financial information formatted in a fashion the banks require it to be in.
Our M & A Accountant partners are the best in the business. We work together as a team for both buyer and seller in making sure the transaction obtains maximum value and lender approval. Our deals typically close in half the time with less issues and stress than our competitors. The accountant fees are part of IMS consulting fee.
Due
Dilligence
Due diligence is an important process to verify the information provided by the sellers. We supply a standardized due diligence check list for guidance.
Closings &
Escrows
We work closely with attorneys to close the transaction according to the contract requirements, handle the escrows and closing funds in accordance of the contract. It is always a good idea and recommended to have buyer and seller’s personal attorney and CPA to review contracts prior to signing.
Now is the time to make a move
Today’s environment of growing through acquisition has been created through the ease of access of capital and low interest rates. This environment will not last forever as interest rates increase over time valuations will drop and fewer buyers will exist. This market has created a perfect storm for obtaining the highest multiple for your agency.
Insurance Merger Specialists
Info@mergerllc.net
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