Valuation Views 2026 Q1: Quarterly Marketplace Report
Beyond the Headlines: Where Most Agency M&A Really Occurs A 2025 recap of transaction volume, buyer demand, and the structural forces reshaping agency ownership as we move into 2026. The independent insurance agency system continues to experience elevated M&A activity, but the story heading into 2026 is more nuanced than the headlines suggest. After more…
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When Values Drive Value
A Thoughtful Agency Transition Done Right Growing up the son of an independent insurance agent, Alan Sills of Ralph P. Sills Insurance Agency, didn’t originally plan to be part of the family business. He pursued a legal career, attending law school and practicing as an attorney for several years before his father asked him for…
Two Truths and a Lie About the Insurance Agency M&A Environment
Given the massive number of M&A transactions in the IA system over the past decade, it has created an abundance of misinformation about the M&A environment for independent agency owners. In an effort to clear up some of the misconceptions, we are going to engage in a game of two truths and a lie. Truth…
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