The Howard Group

913-663-2323

Mergers & Acquisitions

Retiring Agency Principal Engages The Howard Group to Find Buyers for his Agency

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Successful Midwest P&C Agency

Business Description:


The client was a profitable P&C agency with a solid reputation and increasing revenues several years in a row. The agency had a firm foundation of producers, servicing staff, and administration, but they did not have a succession plan in place for agency ownership. 

Business Objective:


Due to the impending retirement of the agency principal, they needed assistance to find a buyer that would absorb the agency, retain P&C clientele through continued excellent service levels, and supply long term stability for its employees. And they needed to accomplish this with as little business interruption and publicity as possible.

Solution:


The client engaged Randy Hudlin at The Howard Group to exclusively represent them in the M&A marketplace. Randy met with the client to determine their goals, timing, and financial status to represent them accurately to potential agency buyers. He was able to introduce the client to a short list of buyers that met their criterion and they were able to achieve a successful merger within 45 days.

Contact Information

The Howard Group, Inc.
913-663-2323
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"From the first phone call I had with The Howard Group to the very last one, it was nothing but – Professionalism!"

"The time you spent with me to ensure a solid match is the mark of a pro. I now realize that you wanted to make sure this change was good for all parties concerned."