Qualified & Experienced Business Broker with Specific Expertise in the Transfer of Agencies.

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why choose us?
We come highly recommended by respected individuals in the Massachusetts Insurance Agency Mergers & Acquisitions industry. We provide serious, qualified, well-financed, responsive, and experienced buyers. Also, we know first hand that a good dose of humility and gratitude go a long way. With that said, we vet all of our buyers first so you can be confident in selling to a “good person” or “good people” all the way around. By working with us, you can rest confident knowing you have a qualified, experienced business broker with specific expertise and proven track record on many deals, in the transfer of insurance agencies in Massachusetts. 617.312.5655 or 617.292.2022.

What We Do

Some information of how I work: What I will do with and for you when you are ready: I will take you through my Maximized Agency Value™ Process which consists of 5 Steps: Step 1. Professional market valuation of your book of business and present various payout scenarios. Present to you the number and explain […]

Why Choose Us

Here are a few reasons why NESG Insurance Mergers & Acquisitions Brokerage stands out from the competition: All conversations and documents are held in the strictest confidence. We provide an objective market valuation of your agency based on similar sales criteria. No pressure. No charge for consultations. Our fee is paid by the acquiring firm. […]

Services

What I will do with and for you when you are ready: Perform a market valuation of your book of business and present various payout scenarios. Establish the acceptable price and terms with you based your needs and comfort level. Delivering an “above market offer” from a qualified buyer(s) that meets or exceeds your expectations […]

Recently Completed Transactions

Completed Transactions: Louis L. Pinn Insurance Agency, Lowell. Westford Insurance Agency, Westford. Beacon Insurance Group, Salem. Volunteer Insurance of Littleton, Littleton. Gleason Insurance Agency, Tewksbury. Connolly Insurance Agency, Peabody. Auburn Insurance Agency, Lexington. TKO Westfield Insurance Agency, Westfield. Greene Insurance Agency, Marblehead. M.R. Shaw Insurance Agency, Salem. Fredericks Insurance Agency, Osterville. Edward A. Grazul Insurance […]

Our Blog

30
Dec
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8 Easy Strategies for Building Your Agency

By Insurance Journal While building a successful agency takes much dedication and hard work, it may not be as difficult as you think provided that you implement several key strategies. A wealth of material exists on the tangible factors and steps necessary for building a successful agency like product/service offerings, pricing, business planning, etc. Therefore, […]

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30
Dec
mwendling
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Valuation Drivers

For an insurance agency there are just a few critical valuation drivers necessary to build up the value of the firm. Although they are easy to identify, they are not always easy to turn around. The following is a summary of these key valuation drivers. Profitability The profitability of any agency is directly related to […]

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30
Dec
mwendling
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Report: 2008 Insurance Agency-Broker Value Forecast A

Marsh, Berry & Company Inc. has released an overview of the state of the insurance distribution system for 2008 and beyond. This research report documents historical and projected insurance agency/broker value, merger & acquisition activity, and organic growth best practices that can help agencies and brokers exploit changing market dynamics. Based upon current economic indicators, […]

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30
Dec
mwendling
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Insurance Industry Survival Requires Switch From Products to Customers

To survive and prosper in today’s market, you must shift your attention from “products” to “customers” and add “innovation.” That was the main theme during the June 2008 session of the Women’s Network Group. The Women’s Network Group recently held its June 2008 session in Sacramento, Calif. Among the participants in the meeting were women […]

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30
Dec
mwendling
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Financing the Future of the Independent Agency System

By Insurance Journal How to Approach a Lender about Perpetuation Plans Independent agency owners put a lot of effort into formulating perpetuation plans for their insurance agency. Now it’s time to execute the plan. And that may require some additional financial resources. Fortunately, there has never been a better time to realize the maximum value […]

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30
Dec
mwendling
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Report: 2008 Insurance Agency-Broker Value Forecast

Marsh, Berry & Company Inc. has released an overview of the state of the insurance distribution system for 2008 and beyond. This research report documents historical and projected insurance agency/broker value, merger & acquisition activity, and organic growth best practices that can help agencies and brokers exploit changing market dynamics. Based upon current economic indicators, […]

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