Business Details
About
Business Management ConsultantBusiness Development Service
Agency Brokerage Consultants is the leading expert on the valuation, sale, and acquisition of independent insurance agencies. We provide buyer and seller representation, as well as independent valuation services.
We'll be right by your side from the very beginning, whether that's scouting potential business opportunities or valuing your existing business. When it comes time to meet with potential candidates, we'll be right by your side, leading the negotiation, to push you through to closing.
A proud member of FAIA, LAAIA, IBBA, and M&A Source, we service insurance distribution businesses, including retail agencies, wholesale brokerages, MGAs, MGUs, and program administrators. Contact our certified business intermediaries to get started!
Details
- Requires appointmentAvailable
- Free parking garageNot available
- Free parking lotAvailable
- Free street parkingNot available
Location
Agency Brokerage Consultants
930 South Harbor City Boulevard, Melbourne, FL
32901, United States
Hours
Reviews
5.0
11 reviews
5 stars
11
4 stars0
3 stars0
2 stars0
1 star0
- MMMatthew MachNov 13, 20255.0We had a great experience working with Colby for a valuation of our boutique high-net-worth personal lines agency. These guys are total professionals - their work was detailed, their analysis was thorough and they delivered on all timelines and expectations. I was fortunate to cross paths with Colby for our valuation process and I look forward to working with Colby and their team in the future on additional agency consulting projects. I highly recommend Agency brokerage.
- SBScott BicknellNov 4, 20255.0This was my first experience working with Colby Allen and Agency Brokerage Consultants. My experience was exceptional. We discussed exactly what we need, they set a fair price, they delivered exactly what we needed, and on time, and exceeded my expectations. This is RARE is todays world....I give Colby and Agency Brokerage Consultants my highest recommendation as they are the 1% of all organizations.
- MOMichael O'BrienOct 10, 20255.0The support I received from Mike, Colby and the team at Agency Brokerage was invaluable. They were incredibly responsive, flexible and patient, as they were able to walk me through various scenarios, helping me understand different valuation approaches as well as strategies for achieving my goals. I would highly recommend them to a buyer or seller !
- THTom HernanOct 7, 20255.0Working with Colby at Agency Brokerage for Fractional CFO services has been a great experience. Each time we meet it's well a balanced conversation on short, medium, and long term goals to make sure I'm investing my time and attention as an agency principal where it matters most. He brings a wide but focused range of experience on agency performance, financials, and owner planning. Colby has quickly become a member of my leadership team.
- OGOctavio GallegoSep 13, 20225.0Lou and Sean are really good guys who kept the my best interest at heart. I am happy with the sale of my business and would recommend these guys to anyone!
Frequently Asked Questions About Agency Brokerage Consultants
Why should I use Agency Brokerage to value my agency?
We have multiple, certified business appraisers on staff. Our team has evaluated thousands of insurance agencies and brokerages and has been involved in hundreds of M&A transactions, giving us real insight into the marketplace. We are also the go-to valuation source for some of the industry’s top lenders.
How is the value of my insurance agency determined?
The value of an agency is based on a variety of factors including (1) the quality of the book of business, staff, and systems, (2) the size of the agency, (3) the agency’s organic growth rate, and (4) the pro forma EBITDA. The purpose of the valuation engagement often dictates financial adjustments and the methods that are used. Valuing the agency to determine market value is different from valuing for a shareholder buyout which is different from valuing for an ESOP, etc.
What steps can I take to prepare my insurance agency for sale?
The #1 thing you can do to prepare for the sale of your agency is to work with our team on a valuation of the agency. Through that process, we will be able to help you understand what you should focus on to maximize the value and prepare for your exit.
What is the typical timeframe for selling an insurance agency?
On average, it takes about 90 days to close the sale after going to market.
What is the #1 mistake that agency owners make when selling?
The biggest mistake that sellers make is selling directly to a buyer without going to market and without professional representation. On average, buyers pay 30% percent less for an acquisition by negotiating directly with the agency owner. The sale process typically also takes longer since the buyer controls the speed at which things move.
What services does Agency Brokerage Consultants offer?
Agency Brokerage Consultants provides valuation, sale, and acquisition services for independent insurance agencies, including buyer and seller representation and succession planning.
Where is Agency Brokerage Consultants located and what are their office hours?
They are located at 930 South Harbor City Boulevard, Suite 201, Melbourne, FL 32901, and are open Monday through Friday from 8:30 AM to 6:00 PM, closed on weekends.
How can I contact Agency Brokerage Consultants?
You can contact them by phone at +1 321-255-1309 or by email at admin@agencybrokerage.com.
Why should I use Agency Brokerage Consultants to value my insurance agency?
They have multiple certified business appraisers with extensive experience evaluating thousands of insurance agencies and brokerages and acting as trusted valuation sources for top industry lenders.
What factors determine the value of my insurance agency?
Agency value is based on the quality of the book of business, staff, and systems; agency size; organic growth rate; and pro forma EBITDA, with valuation methods tailored to the specific purpose.
How long does it typically take to sell an insurance agency through Agency Brokerage Consultants?
On average, it takes about 90 days to close the sale after going to market.
Does Agency Brokerage Consultants have associations with industry organizations?
Yes, they are members of Insurance Networks Alliance, Latin American Association of Insurance Agencies, National Association of Professional Insurance Agents, Florida Association of Insurance Agents, and Insurance Agency Owners Alliance.
Are appointments required to visit Agency Brokerage Consultants?
Yes, appointments are required to visit the office.
Which nearby businesses can clients visit around Agency Brokerage Consultants?
Clients can visit nearby places including Private Client Insurance, Highmark Insurance, Allstate Insurance: Cheryl Karr, and Orion180 Insurance for additional insurance services.
What nearby healthcare and wellness services are close to Agency Brokerage Consultants?
Nearby healthcare options include Osler Medical, AcuHealth Integrative Medicine, Embodied Healing Center, Launch Sports Chiropractic, Ellie Mental Health, and Foot And Ankle Specialist of Brevard County.
Are there financial and legal service providers near Agency Brokerage Consultants for comprehensive business support?
Yes, nearby financial services like Sky Peak Financial and Benjamin F. Edwards, as well as legal services such as Morgan & Morgan, provide convenient options for clients needing additional business support.