Looking to Either Buy or Sell an Agency?
Download the complete 13-chapter book to know which questions to ask, pitfalls to avoid and how to successfully close the deal.
At Partners Advantage, we know as an owner of an insurance agency, you have two main goals:
The problem is, most independent insurance agencies don’t know how to get the most money possible out of their agency without crumbling the business and leaving their employees in a vulnerable position. In order to accomplish both objectives, you first need to address a few questions.
What gaps can I address to improve competitiveness and the overall business?
What meaningful steps can I take to increase my business’s value?
What’s my business really worth and will a buyer pay that amount?
We believe you should have a reliable, step-by-step approach to stay relevant with your customers and to run your business with confidence, which is why our Elevated Business Program provides you with the strategies you need in order to succeed. We help independent recruiting agencies in three main areas:
“We chose to work with Partners Advantage because of their expertise, leadership and reputation. The most compelling element of the Partners Advantage experience is the positive revenue impact they’ve had on our business. In a rapidly evolving industry, we know we can always count on the stability and strength of their support team and their dedicated responsiveness to our needs.”
- Ron, Pennsylvania
“Partners Advantage has been invaluable in helping us serve financial professionals. From advanced case design to keen underwriting guidance we appreciate the many relationships we have built. We consider Partners Advantage an extension of our team. The entire team simply makes us a better and more competitive agency in the marketplace.”
- Tim, California
“With access to multiple top-rated carriers and compensation payouts, the benefits offered through Partners Advantage provides our firm a huge competitive advantage. This gives us the ability to always have the best products and solutions to fulfill our client’s needs.”
- Bill, Minnesota
Since our inception our goal has been to provide guidance and direction to the businesses working through us so that they are running efficiently and properly positioned for a future acquisition at maximum value.
Year-in and year-out we’ve been a leader in life and annuity sales, and we have built an internal team with the experience and skillset to help an agency develop and execute an effective strategic business plan.
We’re ready to help you transition to the next level in your business growth — join us.
We work best helping independent insurance recruiting agencies that have a strong desire to grow and a commitment to being more effective in working with their downline producers. If you are not confident you’re getting the most value from your current up-line agency, or if you need additional strategic direction so you can be adequately positioned for the future, take the next step and schedule a Discovery call.
Schedule a call to learn how we can help with Growing Profitability, Organizational Health, and Succession Planning.
Create a custom-tailored plan toaddress pressing needs and make a meaningful impact in your business.
Work with the team for a smooth transition.
Implement and monitor results.
If you’re ready to join us on this journey, we’re here to help guide and support you every step of the way.
We custom-tailor a solution for your business based on your individual wants and needs.
Schedule a 30-minute Discovery call now so that you can regain confidence in your business strategy and position your agency for sustained long-term growth.