Value my Book
For Sellers
For Buyers

The M&A Journal from Milly Books.

Milly Books: Platform for Insurance Agency M&A

Milly Books offers a modern, technology-driven platform designed to simplify every step, from valuation and matching to due diligence and closing. By effectively fixing the broken parts of the old system through technological innovation and a dedicated focus on user needs, we deliver a fundamentally better and more manageable M&A experience. Learn more about a M&A experience tailored for independent insurance agencies.

Learn More

Milly Books: Free Book Valuation Engine

For independent insurance agency owners, especially those leading Small to Medium-sized Agencies (SMAs), one of the most significant hurdles in the Mergers and Acquisitions (M&A) journey is getting a firm understanding of your agency’s valuation. Accurately determining the fair market value of your business can feel daunting, filled with uncertainty, and unfortunately, this challenge often disproportionately affects SMAs.

We’re here to change that.
Milly Books’ (free!) Book Valuation Engine provides instant, data-driven, and transparent insights into your agency’s potential worth, specifically designed for independent agencies and SMAs. Get the clarity you need to make informed M&A decisions.

Learn More

Milly Books: For Sellers

Simplify selling your book of business with advanced tools for seamless valuation, secure transactions, and access to qualified buyers. With flexible deals and direct payments, you get the best value as you plan your next chapter. Learn more about the smarter way to sell.

Learn More

Milly Books: For Buyers

Accelerate your agency’s growth with Milly Books. Streamline your entire purchasing journey, from the initial search for the perfect book to final acquisition, all in one place. Learn more about the smarter way to acquire.

Learn More

Insurance Agency M&A Overview

The landscape of the independent insurance agency market is in a state of constant and significant flux, driven by powerful forces that continually shape its structure, operational dynamics, and transactional activity.

For every agency owner – whether you are actively contemplating selling your business, looking to acquire others for strategic growth, or simply focused on future-proofing your agency – understanding the fundamental nature of Mergers and Acquisitions (M&A) within this sector is paramount for informed decision-making and long-term success.

Learn More

Key Drivers of Insurance M&A

Understanding the fundamental reasons—the underlying goals and pressures—that motivate businesses to pursue M&A is crucial for any agency owner navigating the insurance mergers and acquisitions (M&A) market. These drivers are complex, interconnected, and have evolved significantly, setting the stage for current market conditions.

While external factors influence deal timing and pace, many transactions are propelled by factors within insurance companies and agencies themselves. These objectives, combined with broader economic shifts, investor influence, demographic realities, and the regulatory environment, create the intricate tapestry of the M&A market.

Learn More

Projected Ownership Transitions

The independent insurance agency market is undergoing a significant transformation, with demographic change as one of the most powerful forces at play. This isn’t just a statistical footnote; it’s a fundamental reality reshaping the landscape for anyone involved in buying, selling, or strategically planning an insurance agency’s future.

At the heart of this shift is the “Silver Tsunami”—the mass retirement of the Baby Boomer generation, who represent a substantial portion of current agency ownership. Understanding this generational exodus and its interplay with internal agency preparedness is crucial for grasping why the Mergers and Acquisitions (M&A) market is so active.

Learn More

Insurance Agency M&A Overview

The landscape of the independent insurance agency market is in a state of constant and significant flux, driven by powerful forces that continually shape its structure, operational dynamics, and transactional activity.

For every agency owner – whether you are actively contemplating selling your business, looking to acquire others for strategic growth, or simply focused on future-proofing your agency – understanding the fundamental nature of Mergers and Acquisitions (M&A) within this sector is paramount for informed decision-making and long-term success.

Learn More

Recent Articles

Platform
Sellers
Buyers
Valuation
Company
About
Blog
Contact

6255 Carrollton Ave #30738, Indianapolis, IN 46230

(c) Milly Books, Inc. All rights reserved.