Why Every Agency’s Strategic Plan Should Start with a Strategic Market Analysis
As another year-end approaches, many agency owners are beginning their 2026 strategic planning sessions. You might be setting goals for…
As another year-end approaches, many agency owners are beginning their 2026 strategic planning sessions. You might be setting goals for…
Imagine this: you’ve just received an offer for your insurance agency. The headline number looks incredible—a multiple you never thought…
At INS Capital Group, we’ve spent years helping insurance agency owners maximize their sale values. Along the way, we’ve also…
In M&A deals, every tick of the clock matters. Time doesn’t just kill momentum—it breeds doubt, reshuffles priorities, and opens…
Successfully transitioning your agency to the next generation can be an incredibly rewarding experience—but it also comes with challenges. Whether…
Grow, Hold or Sell? The Answer Starts With Valuation Many insurance agency owners wait until they’re ready to sell before…
The Surprising Range of Insurance Agency Perpetuation Paths One of the most common reactions we hear from clients during sell-side…
Discover why timing matters when selling your insurance agency. Learn how proper preparation can increase your agency’s value by 20%+ and explore proven strategies from a leading M&A advisory firm with over $5B in successful insurance agency transactions.
As an insurance agency owner, it’s easy to get caught up in the day-to-day operations of your business and lose…
The insurance industry is constantly changing, and agency owners face challenges when it comes to optimizing the performance of their…