Insurance Agency Sale Transactions
Our team provides exceptional service and responsiveness. We also provide value by delivering efficient and cost-effective legal services, without compromising on quality.
Industry-Specific Knowledge
We understand the insurance industry and the unique business and legal issues that arise when buying or selling an insurance agency. Our experience enables us to efficiently review and negotiate agreements and obtain favorable terms. We can explain the process and agreements to clients in easy-to-understand terms. When challenges arise, we work efficiently and effectively, leveraging our knowledge and experience to find creative solutions and drive deals forward to completion.
Experience and Efficiency
Our attorneys have a wealth of experience handling insurance agency transactions, negotiating and drafting purchase and sale agreements, preparing disclosure schedules, and completing all related producer agreements, restrictive covenant agreements, non-competition agreements, employment agreements, leases, and ancillary documents. We provide clients with the confidence that their documents are prepared by experienced attorneys with attention to detail.
Closing Deals On Time and on Good Terms
We know that time is of the essence. Our team is committed to closing deals on time and on favorable terms.
Client Focus and Responsiveness
We implement a client-focused approach and prioritize clear communication throughout the process. Our team is responsive to client needs and provides practical, business-oriented advice. We work closely with clients and advisors to manage the transaction process efficiently, ensuring that all aspects of the deal are addressed, and the transaction is completed as quickly and smoothly as possible.
Business Practical Advice and Assistance
Our team provides clients with practical legal advice to help them achieve their objectives. We work collaboratively with clients and their advisors to ensure that their economic goals are met and that their legal needs are addressed in a timely and cost-effective manner.
Clear and Responsive Communication
We understand the importance of clear and responsive communication, and we work to keep clients informed at every step of the transaction process.
Value
We provide clients with the value they deserve. We strive to offer our services at a fair price, without sacrificing quality or results. We also look for opportunities to increase the net proceeds to our clients through negotiation, tax deferral, and tax avoidance.
Working as a Team with the Client and Advisors
We believe that a collaborative approach with clients and their advisors is essential to achieving successful outcomes. We work closely with clients and their brokers, accountants, and financial advisors, to ensure that all aspects of the transaction are addressed and that the deal is structured to meet the client’s needs.
Contact us today to learn more about how we can assist you. We look forward to working with you.
