for Insurance Agencies
We partner with insurance agencies that wish to be acquired and guide them through the process.
We work with our clients to determine their value, create and present company materials, build financial models, evaluate offers, and ultimately help them choose the right partner.
USE OUR TEAM
IMPLEMENT OUR PROCESS
MAXIMIZE YOUR VALUE
We are uniquely aware of the challenges sellers face and how to navigate them successfully.
Insurance agency owners deserve to choose the best partner and price when selling their business so they can enjoy doing more of what they love. Legacy Advisor's sole purpose is to create this reality for our clients.
Our team has
founded, scaled, acquired, and sold
multiple insurance agencies of our own.
I was shocked that my business was worth as much as it was. Legacy helped extract every dollar of value while I continued to focus on running the business.