Helping Insurance Brokerage Owners With Exit Opportunities
We help group insurance brokerage owners maintain the legacy they created and be good stewards of your company, employees, and clients.
About Us
Greater Sum Insurance Collective's vision is to provide a clear exit strategy for owners of insurance brokerages and build on their business into the next stage of growth.
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We are an entrepreneurial team with wide technology, finance, and insurance expertise.
Benefits
Liquidity Event
We offer owners a liquidity event and an opportunity to sell a portion or all of their business.
Part of Larger Firm
Owners can be part of a larger family
of brokerages and be able to participate in the continued growth of the company.
Succession Planning
Provide owners with succession planning
for their business. Owners can stay on and continue with the firm they built.
Criteria
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Group Insurance Brokerage Business
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Earning less than $1mm in EBITDA
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Owner looking to sell 51% or more of the company
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More than 5 years of operating history