Tag: succession-planning

Half your workforce retires by 2028, private equity bought 79% of agencies last quarter, and your clients expect instant digital service. These five forces are reshaping independent agencies right now, and most principals do not see them coming.

Agencies selling for 4x EBITDA have one thing in common with those fetching 8x - operational excellence that shows up in the numbers. What drives insurance agency valuation multiples and how to maximize your sale price through better operations starts with understanding what buyers actually pay for.