What to Ask Before Buying an Agency

Buying an insurance agency is a big decision—and not one to rush. In this episode of Build Your Legacy: Insurance Edition, we break down the essential questions to ask before making the leap.

  • What to know about revenue and carrier relationships
  • How to evaluate fit with your existing agency
  • The importance of staffing, overhead, and lease contracts
  • Why due diligence and NDAs matter
  • Tips for maintaining book value after the sale Whether you’re exploring your first acquisition or preparing for a future buyout, this episode will help you start smart and avoid costly missteps.

Listen On Your Favorite Platforms:

This episode is available on YouTube, Apple Podcasts, Amazon Music, Spotify, and more.

Learn More:

Visit SIA of NC to explore opportunities for independent agencies.

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