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Kirk Price

Providing comprehensive guidance and support for Buyers and Sellers.

Company
Price Consulting LLC

priceagencyconsulting.com/

Birmingham, Alabama

Expert Agency Sales Consulting


Throughout my forty-five (45) year career, I have worked closely with Insurance Agency Owners to help them navigate the complex process of transitioning out of the business. I understand the unique challenges and considerations that insurance agency owners face when it comes to succession planning and exit strategies. Whether it's due to retirement, a new business opportunity, or an unfulfilled dream, I have assisted countless owners in selling their agencies.

Our comprehensive process is tailored to handle every step of the agency sales transaction. From assisting with a thorough business valuation to advertising and marketing your agency, we take care of vetting prospective buyers and provide referrals for lender and legal services. We ensure that you have support throughout the entire transaction until the closing of the sale.

Our goal is to make selling your agency hassle-free and time-effective. We handle all buyer inquiries and other related tasks, allowing you to focus on your next venture. Our turnkey approach ensures efficiency, cost-effectiveness, and a smooth transition for you.

If you are considering selling your agency, talk to us today and learn how we can assist you in saving time and money while guiding you towards a successful transition to the next chapter of your life.
Services Offered
Consulting Services

Every business needs a sound marketing plan and strategy in order to succeed..

Price Consulting, LLC, along with its Partners, provides Agency Owners selling their business with tailored consulting services including:

In-depth agency Evaluation
Marketing and communication strategies to recruit potential buyers
Screening potential buyers
Sale preparation guidance
Financing process overview
Legal and Lender Services Referrals
Supplying letters of intent to purchase
Coordinating the Close of the sale.

Business Valuation
OUR FOCUS

We work with Acuvizori, a professional third-party financial firm, that has brought together a group of skilled executives and associates with extensive expertise in collaborating with insurance agencies and delivering valuation services. Their offerings for sellers encompass a thorough evaluation of your agency, incorporating your financial data into a valuation framework, crafting a buyer prospectus when needed, developing a dashboard and valuation projection, as well as facilitating communications with the buyer and Lender throughout the agency sales transaction.

Buyer Vetting and Negotiation

Starting from an understanding of the insurance industry, we will develop a plan to find the most qualified buyers available utilizing a proven multi-faceted approach aimed at your target market.

All buyers are pre-screened for Creditworthiness and Financial wherewithal prior to making a referral.
PFS or other financial statements requested for verification and qualification purposes
NDA's required to protect client confidentiality
Negotiations and Offer and Acceptance documented via written Letter of Intent.
About

Our Vision~Kirk Price, CLU
At Price Consulting, LLC, Our approach is based on providing personalized and comprehensive services to our clients. We understand that selling or acquiring an agency is a complex process and requires careful planning and execution. That is why we go above and beyond merely facilitating the transaction.

When working with us, you can expect a level of dedication and expertise that sets us apart. We take the time to understand your specific needs and goals, and then tailor our approach accordingly. Whether you are a buyer looking to expand your business or a seller looking to retire or move on to new ventures, we are here to guide you every step of the way.

Our team of experienced professionals will handle all the intricate details involved in the transaction, including valuation, negotiation, due diligence, as well as lender and legal service referrals. Our goal is to ensure a smooth and seamless process for both parties.

At Price Consulting, we believe in transparency and open communication. We value the trust our clients place in us, and we strive to maintain clear and constant communication throughout the entire process. We are always available to address any concerns or answer any questions you may have.

Ultimately, our success is measured by the success of our clients. We take pride in helping both buyers and sellers achieve their respective goals and realize their desired outcomes. Our commitment to a win-win approach drives us to go the extra mile to ensure that all parties involved are satisfied with the transaction.

If you are looking to buy or sell an agency, we invite you to get in touch with us. Let us show you how Price Consulting can make a difference in your journey towards a successful transaction.

Our Values
We are committed to providing our clients with the highest level of service and delivering exceptional results. Our core values of integrity, transparency, and accountability for both buyer and seller guide everything we do, and we believe in building long-term relationships with our clients based on trust and mutual respect.

We are dedicated to staying up-to-date with market trends, constantly expanding our knowledge and skills to better serve our clients. We understand that each client is unique, with different goals and preferences, and we take the time to listen and understand their needs.

For sellers, we utilize proven marketing strategies to attract potential buyers and ensure maximum exposure for their Agency. We provide expert advice on pricing, staging, and preparing the Agency for sale, and handle all the negotiations to ensure a smooth and successful transaction.

When working with buyers, we strive to find the perfect agency opportunity that meets their criteria and fits within their budget. We provide guidance and support throughout the entire process, from searching for available agencies to negotiating the best deal.

Throughout every step of the process, we prioritize open and honest communication, keeping our clients informed and involved. We pride ourselves on our professionalism, responsiveness, and attention to detail, always going above and beyond to exceed our clients' expectations.

Whether you are buying or selling an Insurance Agency, we are here to guide you every step of the way. With our commitment to excellence and our unwavering dedication to our clients' satisfaction, we are confident in our ability to deliver exceptional results. Contact us today and experience the difference of working with a team that truly values your success.

Our Approach
Our strategy allows us to target the right audience with the right message at the right time, increasing the likelihood of attracting potential buyers who are genuinely interested in your agency.

By utilizing advanced analytics, we can track and measure the effectiveness of our marketing campaigns in real-time. This allows us to make data-backed decisions and optimize our efforts for maximum results. We can identify which marketing channels and messages are resonating with potential buyers, and make adjustments accordingly.

In addition to our marketing approach, we understand the importance of promptly and efficiently handling buyer inquiries. We have a streamlined process in place to ensure that all inquiries are addressed in a timely manner, providing a seamless and hassle-free experience for both buyers and sellers. This helps to maintain buyer interest and engagement, increasing the likelihood of a successful sale.

Overall, our data-driven marketing strategy and efficient inquiry handling process give us a competitive edge in selling your agency. We are confident in our ability to create targeted, personalized campaigns that resonate with potential buyers and drive better results. We are committed to making the selling experience as smooth and hassle-free as possible fo

Expertise

Experienced in but not limited to the following services and sectors. Contact for a full list.

  • Financial Services
  • Virtual Consultation
  • Valuation Services
  • Exit Planning Services
Affiliations
  • Graduate University of Georgia CLU

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