Selling your insurance brokerage is a process that can often take up to a year to complete. Once the sales process is underway, there still may be obstacles ahead.
You should know what potential stumbling blocks can occur if you're considering selling your brokerage or are in the process of a sale. Here are five potential deal breakers:
How we can help
Our M&A and Capital Markets and Tax teams give insurance brokers guidance when they decide to sell. We provide strategic advice before, during, and after the transaction process. Think of us as a one-stop shop. Contact us to find out how we can help your business.