With more than 30 years of insurance industry leadership, SunCoast provides experienced, independent guidance to health, life, Medicare, and employee benefits agency owners considering a sale, succession, or strategic partnership.
From valuation and preparation through negotiations and closing, we advocate for your interests and help you navigate every stage of the transaction with confidence.
We understand the unique challenges and opportunities of owning an insurance agency because we’ve been in the industry. Our focus is simple — advocate for you, guide you through every step, and help you achieve the best possible outcome.
30+ years of hands-on insurance industry experience gives you the credibility and insight you can trust.
We represent only agency owners, ensuring your goals always come first.
Our deep understanding of insurance operations, buyers, valuations and deal structures helps you capture maximum value.
Selling or transitioning an insurance agency is more than a financial transaction. For many owners, it represents decades of work, relationships, employees, and reputation.
SunCoast provides specialized sell-side M&A advisory services exclusively focused on the insurance industry—helping agency owners understand their value, prepare for a transaction, identify the right partners, evaluate offers, negotiate terms, and successfully navigate the process through closing.
Understand what your agency is worth—and the factors that can increase or reduce its market value.
Prepare your agency, financials, operations, and leadership for a successful transition.
Identify and engage qualified strategic and financial buyers aligned with your objectives.
Experienced guidance through offers, negotiations, due diligence, deal structure, and closing.
Protect your information, your employees, and your interests throughout the transaction.
Network of Qualified Buyers
Deep experience across the insurance distribution landscape.
SunCoast advises agency owners across Medicare, health insurance, life and annuity, and employee benefits markets—bringing industry-specific knowledge to valuation, buyer selection, and transaction strategy.
Medicare Advantage Medicare Supplement Part D Plans Senior Products
Individual & Group Health Insurance.
Life Insurance Annuities Long-Term Care Final Expense
Group Health, Voluntary Benefits and more
Working with wealth management firms and advisors to achieve successful transitions.
See what insurance agency owners are saying about working with SunCoast.
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Securely pay for valuation, advisory, and consulting services online.
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Every agency is different. We evaluate revenue, profitability, renewal income, growth trends, and market conditions to determine an accurate valuation.
EBITDA measures earnings before interest, taxes, depreciation, and amortization and is commonly used when valuing insurance agencies.
While every transaction is unique, most agency sales take several months depending on preparation, buyer interest, and due diligence.
The right timing depends on your agency’s performance, personal goals, and market conditions. We help you evaluate every option.
No. Every engagement is handled with strict confidentiality to protect your employees, clients, and business relationships.
Confidentiality is one of our highest priorities. Sensitive information is only shared with qualified buyers after appropriate agreements are in place.
Qualified strategic buyers, regional agencies, national firms, and private equity groups actively acquire insurance businesses.
Typically, financial statements, commission reports, organizational information, and operational details are requested during the valuation process.
Whether you’re exploring your options or ready to take the next step. we’re here to provide honest advice and help you make the best decision for your future.
