Whether you’re exploring your options, preparing your insurance agency for sale, or simply want to understand its current value, our experienced advisors are here to help. Every conversation is handled with complete confidentiality and professional discretion.
Your information is always protected.
Confidential consultations with no pressure.
Fill out the form below and one of our advisors will contact you within one business day.
(352) 665-3195
Monday – Friday
8:00 AM – 6:00 PM EST
Blochard@suncoastmaconsultants.com
We typically respond within one business day.
Cape Coral
Florida 33991
Book a confidential consultation at a time that works best for you. Schedule Now →
Your information remains completely private throughout every conversation.
30+ years of insurance leadership and transaction experience.
Over 500 successful insurance agency transactions.
Access to qualified strategic buyers across the United States.
1234 Executive Center Dr. Suite 200 Tampa, FL 33607
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.
Our experienced advisors are ready to help you explore your options with complete confidentiality. Whether you’re planning for the future or considering a sale today, we’re here to guide you through every step.
