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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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Duane Heady knows the insurance business inside out.
I got started in the insurance industry in San Antonio back in 1983.
As the co-founder of Concord Insurance Service, we built the business
around customer loyalty and service and a commitment to my employees.
And those commitments paid off in the huge success of the company.
Ultimately, Concord grew to 26 agency locations around the state of Texas.
“I made it my business to know every aspect of my company.”
At Concord Insurance, I emphasized direct marketing, underwriting results and
customer service, as well as marketing and advertising. My personal responsibilities
included the development of all marketing and advertising; sales development and
training; insurance company negotiations and rate setting; negotiating with re-insurers
and managing personnel. In short, I was a hands-on owner.
Duane also knows about profitable exit strategies.
As owner of Concord Insurance, Duane created a profitable environment that ultimately
lead to the sale of the agency. In 1999, the company was sold to Mercury General Corporation,
a large national company traded on the New York Stock Exchange. Since then, Duane has
helped many owners make profitable exits.
“Today, there’s nothing I love more than helping
independent insurance agents.”
As a former owner and manager of an insurance agency, I understand the challenges
you face on a daily basis. Especially if you’re a small, independent agency trying to
compete. If you’re ready to sell your business, I understand your concerns for your
employees and policyholders. I’ve been there, and I can help.
“I am committed to finding the best available fit
for both you and your agency.”
Over the past ten years, I have successfully merged and sold many independent agencies.
So, I completely understand the insurance agency sales process. And I’m dedicated to
working with agencies like yours to develop profitable—and comfortable— exit strategies.
With Duane Heady, you can trust in strict confidentiality.
Having gone through this process myself, I understand the sensitive nature of
this decision. So, I appreciate your concerns about confidentiality. Please know
that you and your people will be treated with the utmost respect. All that transpires
in this transaction will remain absolutely confidential.
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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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