Coming Soon:
Learn To 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?
Guaranteed Expert Support
With every purchase of this course, we will personally match you with trusted brokers, lawyers, or bookkeepers from our vetted network to ensure you get the maximum value for your business.
We stand behind these experts because they have a proven track record of delivering results for agency owners like you.
What’s In This Course
Bonus 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:
- Your client book to demonstrate portfolio value.
- Licensing and regulatory compliance records to ensure a smooth transfer.
- Claims history to provide transparency and build buyer trust.
- Carrier agreements to highlight your agency’s partnerships.
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 (valued at $999)
- Exclusive checklists, cheatsheets
- Sample agreements and templates
Today: Limited Time Offer of Just $2,300
$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.
How This Course Will Help You
Not satisfied within the first 14 days?
We will refund the full purchase price, no questions asked.
