Agency culture
Preserve the values, relationships, and local identity that helped make your agency successful.
For independent agency owners
Know your value. Compare your options. Find the right fit.
Explore your options across 20+ vetted buyers.
On your timeline, with no cost or obligation.
Owner priorities
A transition can affect every part of the business you’ve built. The right path should reflect what your agency is worth and what matters most to you.
Preserve the values, relationships, and local identity that helped make your agency successful.
Consider what the next chapter looks like for your employees, clients, and the communities you serve.
When and how quickly does the transition happen?
Find a path that gives your agency the resources to grow without losing what made it successful.
Consider your agency’s value in the context of your financial goals and the life you want after the transition.
What do you want your life and involvement to look like afterward?
Why SageView
Exploring a transition shouldn't mean committing to one. Sageview gives agency owners a private, low-pressure way to understand their options, evaluate potential buyers, and determine what makes sense for their agency.
Focused exclusively on independent insurance agencies, with deep knowledge of the buyers, valuations, deal structures, and issues that matter to owners.
Discreet introductions to select acquirers aligned with your agency’s culture, client base, and post-closing goals.
Explore what's possible without committing to a sale, timeline, buyer, or exclusive engagement with a sell-side advisor.
Consider the right fit for your employees, clients, legacy, financial goals, and desired role after closing.
Buyers compensate Sageview, so you keep 100% of the purchase price.
About
FounderAccredited Business Intermediary
My career spans more than 30 years, including 17 years in the insurance & financial services industry. I also founded, built, and sold a national marketing communications firm, giving me firsthand experience with the decisions and challenges owners face when considering a transition.
I launched Sageview to give agency owners the option I wish I'd had when selling my own company. A private way to explore options across a network of qualified buyers, compare alternatives, and find the right fit without a traditional sell-side engagement or the significant fees that come with it.
Today, I focus exclusively on off-market insurance agency introductions, connecting owners with a vetted network of buyers based on strategic, cultural, and personal fit.
I live in Celina, Texas, with my wife, Lisa. We've been blessed to raise three wonderful children.
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