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MOST Insurance Agency Owners Don't Understand the basics of M&A (Mergers & Acquisitions) and selling (or merging) their most important asset ....their Agency!
There are many Reasons why you should read this report but here's 3 good ones
Understand terms like EBIDTA, Due Dilligence and Deal Structure
Make sure you learn about the cultural fit of your buyer
Learn from valuable real life stories of others who have done deals and the mistakes they wished they avoided.
Now on Amazon!!
Your Winning Move:
An Agency Owner's guide to selling or merging your business.
Hands down THE authority for agency mergers and acquisitions
Doug Levi shares his considerable experience in the insurance agency M&A game. He is a true expert and I am so glad that he has decided to share his experience with us. I highly recommend this book to anyone who is considering buying, selling, or merging an insurance agency business.
Key Elements in the Sale of an Insurance Agency:
I was very fortunate to come across this book as I am in the process of preparing to sell my agency after many years. Doug shares his personal experience, and offers some very helpful ideas and things to consider when you make this decision. This book will help clarify a lot of questions you have as an Agency Owner. Its a short, quick, and well written guide to help get the most out of the sale of your agency. As Doug says, you only get to do this once, so you better do it right. This book will help you do it right!
"Thanks, Doug. I actually just finished your book which was very informative and a good read! Nicely done!"
"Thank you, for writing a very helpful informative book with current information to assist insurance agency owners like myself to better understand the basics of insurance agency mergers and acquisitions."
"Doug: I read your book and several points rang out about the considerations to take into account in deciding the future of an agency."