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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.

Signing a Contract

Benefits

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Liquidity Event

We offer owners a liquidity event and an opportunity to sell a portion or all of their business.

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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.

Image by Joshua Newton

Criteria

  • Group Insurance Brokerage Business

  • Earning less than $1mm in EBITDA

  • Owner looking to sell 51% or more of the company

  • More than 5 years of operating history

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