Your Options
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Sell with an option to stay involved and remain active in the agency.
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Stay on as a producer, leader or employee after the sale and be compensated for your service after the sale via a commission structure or salary.
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Deal structures that allow you to share in future profits and growth of the agency even after the sale
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Sell and retire (almost immediately) yet with provisions to still participate for a period of time in future profits and growth of the agency
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Immediate cash buyout
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Payouts that stage payments over multiple years to minimize capital gains taxes
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Sell with an option to partially finance our acquisition of your agency by holding a note; offering you attractive interest income in addition to the sale proceeds
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Deals based upon a multiple of average commission and fee revenue or profit earned over a defined period
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Partnership options allowing you to retain some minority ownership of the agency
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Other options and deal structures are negotiable