30+ years of insurance leadership experience helping health, life, Madicare, and employee benefits agencies navigate valuations, succession planning, and successful transactions.
We specialize in sell-side advisory and business brokerage services for insurance agencies.
Determine the true market value of your insurance agency.
Prepare your agency for a successful ownership transition.
Connect with qualified strategic buyers nationwide.
End-to-end transaction support from initial discussions through closing.
Your information remains secure throughout every step.
Network of Qualified Buyers
We work with agencies across multiple lines of insurance and employee benefits.
Medicare Advantage Medicare Supplement Part D Plans Senior Products
Individual & Group Health Insurance.
Life Insurance Annuities Long-Term Care Final Expense
Group Health, Ancillary Benefits and more
See what insurance agency owners are saying about working with SunCoast.
Upload and securely share confidential documents through our encrypted client portal.
Securely pay for valuation, advisory, and consulting services online.
Every agency is different. We evaluate revenue, profitability, renewal income, growth trends, and market conditions to determine an accurate valuation.
EBITDA measures earnings before interest, taxes, depreciation, and amortization and is commonly used when valuing insurance agencies.
While every transaction is unique, most agency sales take several months depending on preparation, buyer interest, and due diligence.
The right timing depends on your agency’s performance, personal goals, and market conditions. We help you evaluate every option.
No. Every engagement is handled with strict confidentiality to protect your employees, clients, and business relationships.
Confidentiality is one of our highest priorities. Sensitive information is only shared with qualified buyers after appropriate agreements are in place.
Qualified strategic buyers, regional agencies, national firms, and private equity groups actively acquire insurance businesses.
Typically, financial statements, commission reports, organizational information, and operational details are requested during the valuation process.
