A PRICE THAT holds
A fair price from your real numbers —not a teaser that shrinks in diligence.
"WHAT IS MY AGENCY WORTH" IS THE MOST-SEARCHED QUESTION IN AGENCY SUCCESSION, AND THE LEAST-ANSWERED PAGE ON ANY BUYER'S SITE. HERE IS OUR ANSWER — HOW WE THINK, WHAT WE LOOK AT, AND WHY WE WON'T HAND YOU A NUMBER BEFORE WE'VE EARNED THE RIGHT TO.
OUR METHOD, IN PLAIN LANGUAGEThe principle first— verified, then offered. never the reverse.
SOME BUYERS OPEN WITH A BIG NUMBER TO GET YOU TO THE TABLE, THEN CARVE IT DOWN IN DILIGENCE ONCE YOU'RE COMMITTED. WE DO THE OPPOSITE. WE VERIFY YOUR NUMBERS FIRST — UNDER NDA, WITH YOU — AND ONLY THEN PUT A PRICE ON PAPER.
THAT ORDER IS THE WHOLE PHILOSOPHY. A PRICE BUILT ON VERIFIED DATA HAS NOTHING LEFT TO SHRINK, WHICH IS WHY WE CAN PROMISE, IN WRITING, NOT TO RETRADE IT.
What we actually look at— three things carry most of the weight.
The book itself
Retention
Carrier mix
What tends to support a stronger offernone of it requires a makeover
STEADY RETENTION ACROSS SEVERAL YEARS. CLEAN, CURRENT RECORDS — EVEN SIMPLE ONES. CARRIER RELATIONSHIPS IN GOOD STANDING. STAFF WHO KNOW THE ACCOUNTS AND MIGHT STAY. A BOOK THAT RENEWS BECAUSE CLIENTS TRUST THE AGENCY, NOT BECAUSE THEY HAVEN'T SHOPPED YET.
What matters less than owners feardon't spend a year "fixing" these
AN OLD MANAGEMENT SYSTEM — OURS REPLACES IT. A SMALL BOOK — SMALL IS OUR SPECIALTY, NOT OUR COMPROMISE. A QUIET MARKETING EFFORT, A DATED OFFICE, OR THE FACT THAT YOU STILL DO EVERYTHING YOURSELF. WE PRICE THE PROMISES IN THE BOOK, NOT THE PAINT ON THE WALLS.
Why verified data protects you, too— not just us.
AN OFFER BUILT ON REAL NUMBERS CANNOT BE QUIETLY KNOCKED DOWN LATER, BECAUSE THERE'S NOTHING LEFT TO "DISCOVER." DILIGENCE BECOMES CONFIRMATION INSTEAD OF RENEGOTIATION — THE MOST COMMON WAY SELLERS GET HURT IN THIS INDUSTRY, REMOVED BEFORE IT CAN START.
AND BECAUSE EVERYTHING IS REVIEWED UNDER A MUTUAL NDA, YOUR NUMBERS NEVER BECOME SOMEONE'S DINNER-PARTY STORY. THE DATA STAYS WITH THE DEAL TEAM, THE REASONING STAYS ON THE PAGE, AND THE PRICE STAYS THE PRICE.
Why there's no calculator on this page— and no number, either.
EVERY AGENCY IS DIFFERENT, AND ANY WEBSITE THAT PRETENDS OTHERWISE IS SELLING YOU SOMETHING. A NUMBER PUBLISHED HERE WOULD BE A TEASER — THE EXACT THING THIS PAGE EXISTS TO REFUSE. THE HONEST WAY TO LEARN WHAT YOUR AGENCY IS WORTH IS A CONFIDENTIAL CONVERSATION AND A LOOK AT THE REAL NUMBERS, UNDER NDA, TOGETHER.
THAT CONVERSATION COSTS NOTHING, COMMITS YOU TO NOTHING, AND ENDS WHENEVER YOU SAY IT DOES.
