California Insurance Agencies are unique compared to the rest of the country. Our carriers appoint differently, we have different laws regarding fees, most agencies write with numerous carriers and agency management systems vary. There are endless unique challenges when selling a California agency.

As an Agent in California for over 20 years we’ve worked with Personal and Commercial Lines carriers in California and brokered numerous acquisitions, large and small. Our relationships and experience enable us to prepare your agency for sale, and find the right buyer for you. Services to sell your agency include:

• Preparing accounting records and assisting throughout due diligence process.
• Valuating or appraising your agency to determine your asking price.
• Marketing your agency for sale while keeping your name and your agencies name confidential.
• Executing confidentiality agreements with all potential suitors. Introducing you to prequalified buyers and walking you through the entire transaction.
• There are NO FEES unless your agency is sold.
• We pay all advertising costs while your agency is for sale.

If you’re considering selling your California Insurance Agency, please contact us for a free no obligation consultation.