Behind Closed Doors: An Agency Owner Pulse Check
Most agency owners have a rough idea of what their agency is worth. Fewer know the number a buyer would actually put on the table, or why it is that number and not a higher one. Whether you are planning a sale, building toward one, or simply want to know where you stand, it helps to hear it from someone who does this for a living.
In this session, Brandon Bisack (Vice President, MidCap Advisors) gives a banker's view of the agency market for firms up to $50M in revenue: where multiples sit today by size, the margin profile buyers pay up for, who is buying now (including newer entrants and the capital behind them), and what each buyer is really looking for.
Then the practical part: the levers that move your multiple, what to pay attention to as you grow, the mistakes that quietly cap value, and what the sale process looks like from first conversation to close. We will also take on the question owners are starting to ask out loud. With AI tools that can value a business and build a data room, why do bankers still matter? The answer is more specific than you would expect.
Scott Yenor, CEO of Dealade, hosts and asks the questions an owner would ask.
Who this is for: Owners and principals of independent insurance agencies up to $50M in revenue, whether you are preparing to sell, building toward a sale, or just want to know where you stand.
You will leave with: a clear picture of where the market is today, what buyers are looking for, how to increase the value of your agency, and what to focus on in your business now so that you maximize the outcome if a sale is ever of interest. And you will get all of it while staying anonymous. No one on the call sees your name or your agency.
Format: 30-minute conversation followed by live Q&A.
Limited to 100 attendees.