- Valuation: Review financial statements and other data to help determine selling price and terms.
- Marketing: Market and advertise business to general public while keeping your business name confidential. Prospect existing buyers list to find a match to your particular business.
- Negotiation: Assist throughout entire process which consists of showing business, reviewing letters of intent, preparing purchase and other agreements for review by your attorney and CPA.
- Closing: Communicate with Escrow, Buyer, Seller, Lender and other parties involved to ensure transaction stays on course to a successful close.
Selling Your Insurance Agency:
- Valuation: Assist principals with gathering data required to assess value of agency. Our team of experts can determine a value of your agency within 3-5 days.
- Marketing: Market and advertise agency to general public while keeping your name and business name confidential.
- Show your agency to dozens of buyers on our buyers list. Many times we don’t have to advertise your agency. We work with lenders and other associations that refer us qualified buyers.
- Execution: Assist throughout entire transaction. Initial meetings, follow up calls, data collection, due diligence, negotiation, closing and post closing services.
- No Up Front Fees: We only receive payment when your agency is sold.
- Complimentary Listing: Your agency will be prominently featured in the GanisCo agency listings.
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- Search: Identify agencies for sale by specific lines of business, geography, carriers, price and revenue. Conduct an aggressive search for agencies based on your needs by advertising in industry publications, cold calls, mailers, e-mail blasts and referrals.
- Financing: If you need financing, we can connect you with several lenders that specialize in insurance agency loans.
- Execution: Set up initial meetings; follow ups, due diligence, pro formas, negotiation, closing and integration.
- Support: Once you purchase the Agency, our team of Advisors can make recommendations and help you make your new business as profitable as possible, as soon as possible.
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Insurance Agency Operations and Consulting Services:
- Agency Valuations: Want a second opinion on what your agency is worth? We can conduct a valuation and give you our Professional Opinion.
- Agency Management Systems Implementation: Want to go paperless or change Agency Management Systems? We can help you create a plan then follow up to ensure the plan is successfully completed.
- Sales Training: Have a Sales Staff that isn’t producing. We offer hourly Sales Training Courses that discuss product knowledge, phone skills, effective prospecting, closing and a variety of other Sales topics.
- Agency Operations: We can review your workflow and make recommendations on how to become more efficient and profitable. Everything from reception, the file room, service, sales, accounting and management, we can help. We can manage any project involving Insurance agencies. Our team of experts can help you!
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Please call or email us for a free consultation.
