Sell Your Insurance Agency
For Maximum Value
This course will teach you everything you need to know about
selling your insurance business for a top dollar exit.
Meet Your Instructor
Dave Rivell
I currently own one of the fastest-growing insurance agencies in the country – built through a series of successful acquisitions.
I’ve successfully bought and sold over 40 businesses and helped hundreds of business owners navigate M&A deals. With over two decades of experience, I’ve developed a deep understanding of what drives a high-value, seamless sale.
I’ve refined a sales framework that most brokers either don’t know about or won’t share. Now, I’m sharing my proven tactics with you so you can confidently sell your business for maximum value.
Dave’s Background & Awards
Event Speaker
Who Needs This Course?
Get Vetted M&A Support
With every course purchase, we offer introductions to trusted professionals from our vetted network:
- Valuation experts
- Lawyers
- Bookkeepers
- Operations Experts & Fractional COOs
- Wealth Advisors
We stand behind these experts because of their proven track record of delivering results for business owners like you.
What’s In This Course
How to Sell Your Business for Maximum Value
Learn the proven strategies to maximize the value of your business and secure the best deal
(designed to work for business owners across all industries)
With
Bonus Materials for Agency Owners
In addition to the course, agency owners get access to exclusive resources and downloadable materials.
Insurance Agency Valuation Guide
Based on our BOOST Valuation Framework™, this essential guide reveals exactly what savvy buyers prioritize when evaluating an insurance business.
This PDF includes strategies to boost your agency’s value, such as:
- Building a loyal customer base to showcase stability.
- Diversifying insurance products to attract buyers.
- Utilizing CRM tools and automation to improve efficiency.
Present your agency as a scalable, profitable investment with these actionable tips.
Essential Insurance Documents for a Smooth Due Diligence Process
Preparing for due diligence can make or break your sale, and having the right documents ready is key.
This PDF outlines the key documents needed to prepare for a successful sale, including:
- An organized overview of your book of business.
- Carrier reports to provide transparency and build buyer trust.
- Carrier contracts to highlight your agency’s partnerships.
- Licensing and regulatory compliance records to ensure a smooth transfer.
Insurance Agency Executive Summary Template
An executive summary is your chance to make a strong first impression on potential buyers.
Our template guides you in crafting a clear, concise overview that highlights your company’s strengths, market position, and unique selling points.
This polished summary will showcase key financials and your business’s potential in the insurance market.
& Much More!
You’ll also get:
- Questions to Ask Your Broker
- Common Insurance Business-Related SOPs
- Insurance Business Compliance Checklist
Incredible Value!
- 3+ hours of advanced course content not available anywhere else
- Supplemental checklists, cheatsheets, and guides for insurance agency owners
- Sample agreements and templates
- 20% off our valuation service with course purchase ($800 savings)
Today: Limited Time Offer of Just $5,300
$1,497
Whether you own a P&C agency, specialize in life and health insurance, or focus on commercial lines, this course is tailored to help you maximize your agency’s value.
Want to Know the Value of Your Agency?
With every course purchase, we offer 20% off (up to $800 in savings) our valuation service, where we will:
- Perform a thorough analysis of all aspects of your agency
- Identify the core factors that influence your agency’s worth and uncover opportunities to increase its value
- Create customized reports about your agency
- Offer an interactive valuation presentation with an expert
How This Course Will Help You
Not satisfied within the first 14 days?
We will refund the full purchase price, no questions asked.
