Before You Sell Your Agency... Listen to This!

This is Part One of our series on selling your insurance agency or your book of business. Before you ever think about valuation, exit multiples, or potential buyers, you have to understand how capital actually flows into the Medicare distribution marketplace. In this video, we break down the three main forces shaping agency deals today: private equity, venture capital, and mergers and acquisitions, using real examples that exist right now in Medicare. The goal here isn’t to push one path or criticize another, but to give you a clear, unbiased foundation so you can decide what, if anything, makes sense for your business. Understanding how these capital structures work is critical if you’re even considering selling in the future. In Part Two, we’ll go deeper into what it really means to sell a book of business versus selling an actual agency with infrastructure, teams, and systems.