Helping Independent Insurance agencies successfully sell to third party buyers since 1996.
Sunset in the Grand Canyon you can see the old water line in the rocks.
Sukay & Associates
金融服务
Harbeson，Delaware 191 位关注者
Trusted financial advisors to the insurance industry.
关于我们
Sukay & Associates, Inc. is a financial advisory firm that focuses exclusively on representing insurance brokers in business transactions. We work closely with a limited number of clients, at one time, to ensure that we exceed expectations and deliver superior results. Sukay & Associates was founded because of a real need for advisors who have been responsible for the execution and the post closing success of a deal. Most advisors are not experts in creating value for their clients. If you are looking for experienced advisors who will work tirelessly on your behalf, please contact us.
- 网站
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https://www.sukayassociates.com
Sukay & Associates的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Harbeson，Delaware
- 类型
- 上市公司
- 创立
- 2003
- 领域
- Financial Advisors
地点
Sukay & Associates员工
动态
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Thinking About Selling Your Insurance Agency? Read This First! Selling an agency is one of the biggest decisions an owner can make. Yet, too many agency owners hesitate, wait too long to prepare, or settle for the first buyer that comes knocking. From maximizing your agency’s value to choosing the right buyer, there are key steps you must take to ensure a successful sale. John Biasiello recently published an article outlining the six most important things to consider before selling your agency in 2025. Whether you're thinking about selling now or just want to be prepared for the future, this is a good resource. ?? Read the full article here: https://lnkd.in/gPYegPAe What’s your biggest concern when it comes to selling an agency? Let’s discuss in the comments.
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John Biasiello chiming in on the ways to put yourself in the best position to exit "the race" on top. Read all about it in his latest article here on LinkedIn.
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Chime in!
Helping Independent Insurance agencies successfully sell to third party buyers since 1996.
Insurance Agency friends, This is one of our most read articles of all-time, already. I'm curious what you think about this article and would like to start a discussion in the comments. Fire away! What do you have to say about the current landscape? What are the biggest risks you face? What are the most exciting opportunities?
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The current window of opportunity for Insurance Agency Owners is significant. The #Insurance M&A landscape is buzzing with activity.??Right now, buyers are working to connect with sellers, not just for immediate deals but to secure their pipelines for the coming years. Now is a time to?think about your agency’s future, assess your options, and understand the potential. We often hear that timing is everything, and in this case, it truly is. As the saying goes, “Carpe Diem.” Take a moment to reflect with this classic clip, and when you are ready, consider partnering with us to help you seize this opportunity.??
"Carpe diem. Seize the day." - Dead Poets Society
https://www.youtube.com/
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We want to hear from you! Every situation is unique, but what matters most is achieving the outcome that fits your goals. Whether it’s preserving your legacy or securing the highest possible price, understanding your ideal scenario is the key to success. Choose an advisor who puts your best interests first. #insuranceagency #insurance #mergersacquisitions
Helping Independent Insurance agencies successfully sell to third party buyers since 1996.
What are Your Top Priorities when considering the perpetuation of your Insurance Agency?
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Do you know the main indicators buyers use to value insurance agencies? Below is an overview and offer to have us send you the full guide with all of the details.
Helping Independent Insurance agencies successfully sell to third party buyers since 1996.
Over my 30+ years of working with agency owners, I’ve seen how truly understanding your insurance agency’s value can shape the future of your business. To help guide you, we have put together a white paper on the?9 Factors That Affect Insurance Agency Value. Below are some key takeaways and highlights to give you a quick look at what influences value the most. Key Factors Influencing Your Agency's Value: - Agency Size:?Larger agencies often attract higher multiples, while smaller agencies face different dynamics in supply and demand. - Owner's Age and Involvement:?Buyers tend to view older owners as a potential risk, associating age with declining involvement and succession challenges, which can reduce perceived value. Additionally, buyers now expect sellers to remain actively involved for 4-5 years post-sale, making younger, engaged owners more appealing. - Average Revenue per Account:?Agencies with higher average revenue per account are more attractive to buyers, as they signal a strong client base and greater profitability potential. - Geographic Location:?Agencies in metro areas or strategic markets often command higher premiums, especially when they align with buyers’ strategic growth objectives. If you'd like the full white paper, reach out directly—I’d be happy to send it your way.
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"Showing you the money" is only one element of an insurance agency deal.
Helping Independent Insurance agencies successfully sell to third party buyers since 1996.
This is what insurance agency owners tend to look like beginning the process of selling their business. But here’s the truth—while getting the best financial deal is absolutely critical, it’s only one element of the deal. The difference between a good advisor and a great one lies in what happens after the letter of intent. A?good?advisor sees their role end with the transaction paperwork. A?great?advisor is with you every step of the way—through the earn-out and beyond. Selling your agency is one of the most significant decisions of your life. A great advisor understands this and stays by your side, fully committed, ensuring you’re supported long after the deal is done. Because when it’s all said and done, you don’t want someone to just?show you the money—you want someone to get you the right deal and ensure your legacy is protected for years to come.
JERRY MAGUIRE Tom Cruise) SHOW ME THE MONEY (clean edit)
https://www.youtube.com/
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Here is a new article: 5 Reasons why insurance agency owners will sell this year.
Helping Independent Insurance agencies successfully sell to third party buyers since 1996.
Whether it’s market conditions, timing, or legacy concerns, having a clear strategy ensures you get the most value for your years of hard work.
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Helping Independent Insurance agencies successfully sell to third party buyers since 1996.
Congratulations to my friend William Strickland for your inclusion in the Delaware Business Times "Most Impactful Leaders in the First State". In a recent interview, we discussed what true partnership means and how it contributes to building a lasting legacy. Bill emphasized the importance of being active in the community, not just as insurance providers at L&W Insurance, but as neighbors and contributors. And this recognition is another example of him "walking that walk". If you are an East Coast Insurance Agency - especially one in or near Delaware - I encourage you to reach out to us. After 30+ years in the business, why would Sukay & Associates represent a buyer in a transaction? Contact me to find out, and let's see if this is a good perpetuation option for you.