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E. Duane Heady, Partner
MY PERSONAL
COMMITMENT TO YOU
I am committed to the independent agency system as a viable network. I represent independent insurance agency investors. And I am committed to finding the best fit available for you and your agency.
Your information will be treated with strict confidentiality.
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“Are you interested in selling your
independent insurance agency?”
Maybe your company has been negatively impacted by recent changes in
the economy. Or maybe you’ve just been considering retirement. Either way,
if you’re thinking about selling your business, I have an opportunity I hope
you’ll consider.
My name is Duane Heady and I’ve worked in the insurance industry for over 25 years. Like you, I have owned and managed my own agency, and I’ve successfully merged and sold others. Now, I’m in the business of helping people like you. If you want to sell your agency, I believe I can help you go through this process in a way that is both comfortable and rewarding. READ MORE ABOUT MY BACKGROUND
Some concerns you may have
How your employees
will be treated
Naturally, you are concerned about
your long-term employees. I understand
your loyalty and apprehension and
recognize their value to your business.
READ MORE.
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How your policyholders
will be treated
Chances are, many of your
policyholders have been with
you a long time. So, of course,
you are concerned for their
future well-being. READ MORE.
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You have quite a few options on how to structure the sale of your agency:
• Direct purchase • Flexibility when cashing out • Selling with an option to stay involved • Basing the payout on renewals • Getting paid out over time (a helpful tax alternative) • Other ideas you may have (Rocking H is open)
WOULD YOU LIKE TO DISCUSS YOUR PERSONAL EXIT STRATEGY?
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INTERESTED IN PURCHASING AGENCIES? I’D LIKE TO
TALK TO YOU.
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