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Partners Advantage Platinum

M&A Planning and Consultation

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Strategy is Key to Mergers & Acquisitions

We’ve found that many agency owners are interested in M&A strategies and more specifically, in selling their agency. With the vast majority of their assets tied to the value of the firm, they may wish to monetize that value at some point.

Although agency and marketing organization owners have strong sales skills, the problem is they often minimize how complex growing their value is. Increasing an agency’s value includes a proper approach in at least six key areas. But what’s more important, is knowing the steps to take far in advance of the sale, so they can help set themselves up for success.

The reason that many firms aren’t successful in buying or selling, is that there aren’t many places to go to get an unbiased consultation to assist in building a strategy. That’s where a trusted partner, with a history in M&A in the insurance agency space, can help guide you through the process.

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For Financial Professional Use Only. . This communication is for educational purposes only and does not represent the opinions of the company that currently employs the author. You should not treat any opinion expressed by the author as a specific inducement to make a particular investment or follow a specific strategy, but only as an individual expression of his opinions and experiences. Business owners should consult their individual tax and legal counsel prior to entering into a business transaction.

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