If you are an agency owner who is looking to buy, then our services provided to you are on a contingency basis. The only time a fee would be earned is after the successful completion of an acquisition. We welcome the opportunity to speak with you about our pricing structure, terms and conditions.
Advantages for buyers that use Winston Dunn:
No retainers. Fees are paid upon purchasing of an agency / brokerage
Decades of insurance industry knowledge working in conjunction with leaders
Deep understanding of the retail and wholesale environments
Relationships with thousands of owners of independently held agencies and brokers throughout the country
Typically the owners we work with are not working with any of the national M&A consultancy organizations
Our sweet spot is agencies with revenues from 500k to 10 million
Prior to introducing an owner to you we have already identified the culture, role and environment they seek
Knowing your business and growth strategy enable us to present only those agencies & brokerage that meet your criteria
Expedience, yet patience for your time constraints
Passion about our shared venture
Integrity, honesty, confidence, knowledgeable, respectful, strong work ethic, passion and pride are traits that you will find exists amongst our consultants Whether it is through M&A or organic activity, the professionals at Winston Dunn are here to help you achieve your growth initiatives.