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…
Earnouts in Acquisitions: How They Work and What Sellers Need to Know
Imagine this: you’ve just received an offer for your insurance agency. The headline number looks incredible—a multiple you never thought…
The Economics of Buying an Insurance Agency: 3 Key Value Drivers Every Buyer Must Understand
At INS Capital Group, we’ve spent years helping insurance agency owners maximize their sale values. Along the way, we’ve also…
Why M&A Deals Fall Apart: Timing Risks in Buy Side and Sell Side Advisory
In M&A deals, every tick of the clock matters. Time doesn’t just kill momentum—it breeds doubt, reshuffles priorities, and opens…
Planning Ahead: Insurance Agency Succession Planning Through Internal Perpetuation
Successfully transitioning your agency to the next generation can be an incredibly rewarding experience—but it also comes with challenges. Whether…
Don’t Wait: The Value of Early Agency Valuation
Grow, Hold or Sell? The Answer Starts With Valuation Many insurance agency owners wait until they’re ready to sell before…
Sell-Side Advisory: Complete Guide to Insurance Agency Perpetuation Options in 2025
The Surprising Range of Insurance Agency Perpetuation Paths One of the most common reactions we hear from clients during sell-side…
The Championship Approach to Selling Your Insurance Agency
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.
Everyone Sells Eventually: Preparing Your Insurance Agency for Perpetuation
As an insurance agency owner, it’s easy to get caught up in the day-to-day operations of your business and lose…
Navigating the Work Zone: Essential Growth & Perpetuation Planning for Insurance Agencies
The insurance industry is constantly changing, and agency owners face challenges when it comes to optimizing the performance of their…