The market for independent agencies is hot! Call (972) 395-8811 for a free valuation interview, or contact us online to find out what your business is worth. The Springtree Group is a company of entrepreneurs helping entrepreneurs. As a privately owned firm, we consult, finance, invest, acquire and sell in insurance-related businesses.
We offer a full spectrum of Mergers & Acquisition, lending and financial performance services and products to agents, brokers and support companies in the insurance space. We are very proud of the long list of nationally known lenders that have chosen to partner with us. As with all of our offerings, the services and products of our strategic partners are custom developed and provided exclusively for the insurance agent and brokerage community.
We offer a full spectrum of Mergers & Acquisition, lending and financial performance services and products to agents, brokers and support companies in the insurance space. We are very proud of the long list of nationally known lenders that have chosen to partner with us. As with all of our offerings, the services and products of our strategic partners are custom developed and provided exclusively for the insurance agent and brokerage community.
Services
Insurance entrepreneurs frequently ask Springtree Group (STG) about agencies currently available to be purchased. We work for both buyers and sellers in the insurance space and, to this end, STG has assembled a unique monthly publication of Agency for Sale notices (Sales Alerts). This publication outlines insurance agencies of all types available to be purchased throughout the United States.
With the average age of an agency owner being 59 years old, it is estimated that 75% of the current insurance agencies in the U.S. will have a transition ownership event over the next 10 years. These events can take many forms, including family perpetuation, partner buy-outs, mergers, book purchases and an actual sale.
There are more than 400,000 insurance agencies in the U.S., the vast majority of which have annual revenues less than $5 million. In fact, the average agency in the U.S. generates approximately $1 million revenue per year. Built from the ground up by their owners, these small to mid-sized agencies face unique management and financial challenges, particularly when it comes to structuring the purchase or sale of the business.
Agency funding can be difficult to find, particularly for independent insurance brokerages with annual commissions and fees under $10 million. Whether Springtree Group funds the acquisition of an insurance organization or simply provides growth capital through leverage or investment, we deliver business owners and company executives with the operational and financial resources to continue to capitalize on the success of the company.
Springtree Group works with a network of strategic partners for insurance M&A, insurance agency loans, and general business financing so that we can offer our clients customized products and services developed exclusively for the insurance agent and brokerage community.
We are happy to recommend business resources for insurance agencies and brokerages seeking agency funding, sales & marketing support, legal counsel, and other information to support the success of their firm.To discuss your agency needs, please call us at 972.395.8811 or contact us online. We look forward to assisting you in growing your independent agency or brokerage firm.
We are happy to recommend business resources for insurance agencies and brokerages seeking agency funding, sales & marketing support, legal counsel, and other information to support the success of their firm.To discuss your agency needs, please call us at 972.395.8811 or contact us online. We look forward to assisting you in growing your independent agency or brokerage firm.
Reviews (10)
Kenneth Nolley
Sep 26, 2021
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I am EXTREMELY satisfied with the services that Springtree Group provided during the recent sell of my P&C book of business. Prior to connecting with Ammie, I had considered the possibility of selling my small book of business for almost a year. The problem was that I didn’t know where to start or what actions to take. Ammie was VERY professional and responsive to my questions (even though some were probably silly). Springtree Group made the entire process A LOT easier than I could have ever imagined. If you are considering selling your agency or book of business, I would HIGHLY recommend working
Frank Barbella
Jun 23, 2021
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Ann Swierkiewicz
May 29, 2021
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James Chipwood
Jan 04, 2021
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I have now had a handful of experiences with this company and feel the need to leave a review relating as to how unprofessional Springtree Group is. If I were a seller, I would look elsewhere for a M&A firm to represent my Agency for sale.
I initially was introduced to Sam Patterson via an Agency For Sale that I found listed on another website and had asked for more information related to the Agency. I was contact via Sam, spoke briefly and he forwarded a Non-Disclosure Agreement along with the Springtree Group legal contract. From there after all was signed, I proceeded to get passed to Aimee
I initially was introduced to Sam Patterson via an Agency For Sale that I found listed on another website and had asked for more information related to the Agency. I was contact via Sam, spoke briefly and he forwarded a Non-Disclosure Agreement along with the Springtree Group legal contract. From there after all was signed, I proceeded to get passed to Aimee
Stacy Smith
Dec 27, 2020
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I reached out to this company to expand my national agency by purchasing another agency in Florida. I was uncomfortable about the lack of transparency regarding the costs and fees this brokerage was planning to charge and about the fact that Sam was asking me to pay about 4 times the net gross sales figures so I had my CPA look it over. My CPA came back advising me not to move forward because the way the deal was structured was a violation of SBA lending guidelines and because it would take far to long to recover the acquisition costs. Once I declined to move forward on these grounds Sam became
Dominick Gendusa
Dec 15, 2020
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I acquired an agency out of state in April of 2020 with the help of Springtree. They did a great job getting the deal to move along when either party needed to get documents or other items accomplished. Acquisitions are a team effort by the buyer, seller and broker. Springtree is fair to both parties and has both of their best interests in mind. Plan on using them again as soon as they find my next acquisition target for me.
Shaun Storm
Sep 28, 2020
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I cannot relate to the previous poster in any way except for the fact that Sam is professional. I personally have closed 2 transactions with Sam and Ammie at Spring Tree Group. I am also in the process of refinancing my agency through them. They have been responsive, informative, and very helpful getting deals done. I had initially had issues with SBA and how long they were taking and Sam helped me get set up with Agilecap to get the deal done. I feel bad that you had a bad experience but maybe there were other circumstances. I use Springtree almost exclusively when possible.
Jennifer Frels
Jul 05, 2020
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Our agency has been working with Springtree Group for several years now as a seller. Both Sam and Ammie have always provided us with world class customer service along with solid guidance throughout the acquisition process. With more than six completed transactions to date, they have always come through for us both on time and as promised. I would highly recommend Springtree Group to anyone wanting to buy or sell an insurance agency. Sam and Ammie have earned our recommendation by consistently proving their commitment to not only ‘just getting the job done’, but also finding a way to go above
Rod Dunlap
Jun 29, 2020
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Aj Roiss
Sep 24, 2015
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I reached out to this company to help me purchase an insurance agency in Florida. At first the owner Sam talked to me, and they seemed very professional. I was very excited by the listing of several companies that they had for sale in Florida, and thought that for sure they could help me. I signed a legal document, then they requested a $500 retainer from me. I felt like this was more then fair at the time, since they had so many listings and Sam seemed so professional...... Once my check cleared I never heard his voice again. He subcontracted me to a person named Amy, she was impossible to get
