For independent agency owners

Explore What's Possible for Your Agency. Privately.

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.

Agency owner thoughtfully reviewing plans at a desk
Your GOALs.Our Network.Your ideal outcome.

Owner priorities

What you protect matters as much as what comes next

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.

Agency culture

Preserve the values, relationships, and local identity that helped make your agency successful.

Continuity for your people

Consider what the next chapter looks like for your employees, clients, and the communities you serve.

Flexible timing

When and how quickly does the transition happen?

Future growth

Find a path that gives your agency the resources to grow without losing what made it successful.

Personal wealth

Consider your agency’s value in the context of your financial goals and the life you want after the transition.

Your role after closing

What do you want your life and involvement to look like afterward?

Transition options

Not All Paths to a Transition Are the Same

There are several ways to explore a transition. The right approach depends on how much you value confidentiality, buyer access, flexibility, and control.

Direct BuyerUnsolicited Approach Sell-Side BrokerTraditional Representation SageviewTargeted Buy-Side Matching
Buyer Access Limited to one buyer’s perspective Broad market outreach Best-fit matches from a network of 20+ vetted buyers
Confidentiality Information shared directly with one buyer Broader exposure creates greater confidentiality risk Controlled, confidential introductions
Flexibility Primarily the buyer’s preferred structure Structured process and timeline Timing and options shaped around your priorities
Fees & Commitments None Seller-paid advisory fee + contract No seller fees or contracts

Swipe to compare all options

Why SageView

Guidance built strictly around your priorities.  

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.

Insurance-industry transaction expertise

Focused exclusively on independent insurance agencies, with deep knowledge of the buyers, valuations, deal structures, and issues that matter to owners.

A network of 20+ vetted buyers

Discreet introductions to select acquirers aligned with your agency’s culture, client base, and post-closing goals.

No pressure to pursue a transaction

Explore what's possible without committing to a sale, timeline, buyer, or exclusive engagement with a sell-side advisor. 

A transition shaped around your priorities

Consider the right fit for your employees, clients, legacy, financial goals, and desired role after closing.

No advisory fees for agency owners

Buyers compensate Sageview, so you keep 100% of the purchase price. 

About 

Quality Introductions. Better Outcomes.

Marc Fowler, founder of Sageview

Marc Fowler

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.

FREE AGENCY OWNER RESOURCE

Planning the Next Chapter for Your Agency? 

Receive our free guide:

  • Valuation Drivers: What buyers look at & why similar-sized agencies can receive very different valuations. 
  • Deal Structures: How cash at closing, earn-outs and rollover equity can impact value, risk & your ultimate proceeds. 
  • Your Options: Different paths for staying involved, transitioning out, preserving your brand and maintaining independence. 
  • Buyer Types: How different types of buyers compare in culture, deal structure, owner involvement and life after closing.  

Access the Transition Guide

Free & Confidential  •  No Obligation

CONTACT SAGEVIEW

Have questions about your agency’s next chapter? Reach out for a confidential conversation about the transition considerations that matter to you.

(800) 653-1791(469) 981-9628

5900 S. Lake Forest Drive, Ste. 300
McKinney, TX 75070
CONTACT US
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