For independent agency owners
The Agency Exit Playbook.
How to sell a book without losing the clients you spent a career earning. For owners who are a year or more from selling, or just exploring.
What's inside
Seven short chapters.
What you're selling
A clean exit, a partial exit, or a staged handoff, and why the choice changes the price.
What buyers look at
Retention, book mix, tenure, carrier concentration, and trend.
Your numbers
The statements and exports to pull together before you talk to anyone.
The deal
Cash at closing, seller notes, retention adjustments, and the questions to ask.
Your clients
The letter, the calls, and the service promise that keep them through the handoff.
The timeline
From first preview to closing, step by step, and what to check before you sign.
Free and confidential
Get the Agency Exit Playbook.
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