M&A Advisory | Legacy Advisors

M&A Advisory

and Consulting

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

About

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.

ABOUT US

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.

Agency Owner

contact

Know your value.

For a confidential discussion to learn more about the value of your business, typical deal structures that buyers propose, or the selling process in general submit your information below.