In this episode, we sit down with Harrison Brooks of Reagan Consulting, one of the industry’s leading experts in insurance agency M&A, valuation, and perpetuation planning. Harrison breaks down exactly what agency owners need to know before selling, merging, or taking on a partner in today’s competitive marketplace.
We dive into the latest acquisition trends, what buyers are really looking for, and how agencies are valued using EBITDA, profitability metrics, and revenue quality. Harrison explains the difference between specialty vs. diversified books, why clean data and strong financial reporting directly impact valuation, and how to position your firm for top-tier offers.
You’ll also learn about common deal structures—cash, stock, earnouts, minority investments—plus key considerations around tax strategy, timing your exit, due diligence prep, and choosing the right buyer based on culture, resources, and long-term goals.
Whether you’re planning to sell in six months or six years, this episode gives you a clear roadmap to maximize value, avoid pitfalls, and confidently navigate the M&A process.
Get in touch with Harrison here: [email protected]
Reagan Consulting - Insurance Consulting | M&A Advisory | Capital Raise | Perpetuation Planning | Valuation

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