Succession Planning for Insurance Agents

You’ve worked hard building your business. Now that you are ready to retire, how do you maximize the value of your book without throwing your clients to the wolves? You might ask, “Is it worth selling my book, or should I just let it earn out for as long as I can?” Or, maybe “I think I’m ready to sell, but I don’t know what my book is worth, or how to take the first step.” It’s also possible that you might want to sell your book, just not right now. How do you protect your family should something unforeseen happen in the meantime?

Hickory Hill Insurance Agency understands what an important decision selling your business is to you and your family. We are happy to help you determine fair market value for your book of business, as well as discuss what options you have now and in the future. In addition, we can assist in putting together a plan to make sure your loved ones receive full payment for your business in the event you pass away or become disabled prior to selling.

Let us know if we can help. If you’d like to set up a time to discuss options for your business, please email me at scott@hhiagroup.com.