Legacy Advisors

Buyers can acquire your business at a discount when you sell your business on your own. Having an advisor to generate multiple offers will create a competitive bidding environment. This allows you to choose a buyer that fits your ideal day-two culture without sacrificing value. #insuranceinsights #sellmybusiness #legacyadvisors #insurance ---------------- Visit our website: www.legacy-advisors.com Subscribe to our newsletter: https://lnkd.in/ePbhg2EE Hear from agency owners who sold: https://lnkd.in/eaXuRy3u

You don't have to wait until retirement to sell your business. Steve was young owned a thriving insurance agency... had years of runway ahead of him... and sold his business. After he sold, he gained freedom... flexibility... and the space to take on new challenges. Everyone has a different reason for selling. There is no single "typical" seller profile. Hear Steve's story and others' at https://lnkd.in/eaXuRy3u #insurance #sellmybusiness #insuranceinsights #legacyadvisors ---------------- Visit our website: www.legacy-advisors.com Subscribe to our newsletter: https://lnkd.in/ePbhg2EE Hear from agency owners who sold: https://lnkd.in/eaXuRy3u

Legacy Advisors is expanding!!! We're looking for candidates to join our growing team! If you enjoy building with others, love to win together, and appreciate a collaborative remote work environment, please email your resume for consideration to [email protected]. Ideal experience and skills include: - Insurance agency ownership or operations management - Exposure to M&A transactions - Accounting and/or finance responsibilities Legacy Advisors is a leading insurance sell-side only M&A advisory firm made up of ex-agency owners and PE investors. We help agency owners sell for maximum value to the right partner so they can live with the assurance they made all the right moves during one of the biggest decisions of their lives. #insurance #insuranceinsights #legacyadvisors #sellmybusiness #hiring ---------------- Visit our website: www.legacy-advisors.com Subscribe to our newsletter: https://lnkd.in/ePbhg2EE Hear from agency owners who sold: https://lnkd.in/gchegyuN

“You either prepare or you repair” - Brent Kelly of Sitkins Group We love this quote from our recent conversation with Brent Kelly of the Sitkins group. Preparation and giving yourself a window before a sale can set you up financially for the future. Listen to more here: https://lnkd.in/dekaTveW #insurance #insuranceinsights #legacyadvisors #sellmybusiness ---------------- Visit our website: www.legacy-advisors.com Subscribe to our newsletter: https://lnkd.in/ePbhg2EE Hear from agency owners who sold: https://lnkd.in/gchegyuN

Offers from buyers can be nuanced. It's our goal to take the complexity out of understanding each offer and ensure you make the right decision for your business. #insurance #insuranceinsights #legacyadvisors #sellmybusiness ---------------- Visit our website: www.legacy-advisors.com Subscribe to our newsletter: https://lnkd.in/ePbhg2EE Hear from agency owners who sold: https://lnkd.in/gchegyuN

Selling your business is the end... or is it? Most insurance agency owners don't realize that selling their business can be the beginning of a new chapter marked by more ways to create value. Many deals can include: 1. Cash at close 2. Stock at close 3. A future earn-out 4. Ongoing salary 5. Commissions Selling your business is a big deal. Understanding deal structure components helps you work backward from your ideal future to choose the right partner and sell for maximum value. Learn more about your options here: bit.ly/422xmD0 #insurance #insuranceinsights #legacyadvisors #sellmybusiness ---------------- Visit our website: www.legacy-advisors.com Subscribe to our newsletter: https://lnkd.in/ePbhg2EE Hear from agency owners who sold: https://lnkd.in/gchegyuN

If you love selling insurance but need resources for IT, accounting, and other back-office tasks… there’s a buyer for that. If you want to remain hands-on but you’re looking to de-risk… there’s a buyer for that. There’s more than one path forward when selling your insurance agency…. Different buyer profiles Different financial packages Different models to meet your goals #insurance #insuranceinsights #legacyadvisors #sellmybusiness ---------------- Visit our website: www.legacy-advisors.com Subscribe to our newsletter: https://lnkd.in/ePbhg2EE Hear from agency owners who sold: https://lnkd.in/gchegyuN

You want to learn more about selling your business. But you aren’t ready to commit. What does an initial conversation with us look like? ? Goals: We get to know you, your business, and your ideal outcomes ? Education: We equip you with market insights and current trends ? Process: We explain our 5-step process and why it works ? Value: If you wish to get a sense of what a buyer might pay for your business we’ll sign an NDA, obtain financial info, and provide you with an anticipated range We don’t believe in retainers or up-front fees. Initial conversations are confidential and free of charge. Start the conversation today: https://lnkd.in/e6t8TvYg #insurance #sellmybusiness #insuranceinsights #legacyadvisors ---------------- Visit our website: www.legacy-advisors.com Subscribe to our newsletter: https://lnkd.in/ePbhg2EE Hear from agency owners who sold: https://lnkd.in/gchegyuN

Too many agency owners make this common mistake when selling their insurance agency... Going direct to a buyer... Only talking with this one buyer... Letting this one buyer dictate what their agency is worth. Learn more here: https://lnkd.in/dekaTveW #insurance #insuranceinsights #legacyadvisors #sellmybusiness ---------------- Visit our website: www.legacy-advisors.com Subscribe to our newsletter: https://lnkd.in/ePbhg2EE Hear from agency owners who sold: https://lnkd.in/gchegyuN

Talking about selling your insurance agency isn’t... Taboo Raising the white flag Giving up It’s one of the most critical decisions an agency owner has to make in their career - and not enough people talk about it. #insurance #insuranceinsights #legacyadvisors #sellmybusiness ---------------- Visit our website: www.legacy-advisors.com Subscribe to our newsletter: https://lnkd.in/ePbhg2EE Hear from agency owners who sold: https://lnkd.in/gchegyuN