Are you looking to retire or move away from the insurance industry in the next three to five years? If so, do you have a plan to ensure the continued survival and growth of your agency when you leave?

Your Agency Valuation Could Be Worth Up to 3x Your Revenue
Many successful agency owners sell their business without thinking through the impacts of perpetuation. But this strategy — or lack thereof — could spell the end of the business you’ve worked hard to build.

The alternative route, designing and implementing a Perpetuation & Acquisition plan, can make for a seamless transition for you, your staff and your customers. In other words, everybody wins. And you can retire from the industry with the assurance that your legacy will endure.


Contact Us

Main office: 952-314-1460
Toll free: 855-479-0047
Fax: 952-314-1460

Office Hours:
Mon: 8:30 AM – 5:00 PM
Tues: 8:30 AM – 5:00 PM
Wed: 8:30 AM – 5:00 PM
Thurs:8:30 AM – 5:00 PM
Fri: 8:30 AM – 5:00 PM
Sat: By Appointment
Sun: Closed

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