Acquisitions, Perpetuation, Valuations

Overview

INS Capital Group’s strategic partnership with Secured Advantage delivers members expert guidance in agency perpetuation, valuations, and M&A advisory services. With over 1,500 successful transactions totaling more than $5B in value, INS Capital’s team specializes in helping insurance agencies navigate critical business transitions. Through the Secured Advantage + INS Capital partnership, members receive exclusive consultation benefits and preferred pricing on acquisition, perpetuation and valuation services.

Key Services

Strategic Market Analysis (SMA) for maximizing agency value

Comprehensive perpetuation planning and execution

Buy-side and sell-side M&A advisory

Agency valuations with detailed enhancement recommendations

Custom acquisition strategy development

Deal structure and negotiation support