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If you are an agency owner who is considering selling your business, then our services to you are free and confidential. We understand that this process is about you, your people, your agency, and most importantly, not about us. We at Winston Dunn understand the sensitivity entailed in this process and will never release your name or the name of your company without your consent.

We recognize that it is Your clarity that is of the utmost importance. With that said, we will always openly share the names of the principals and entities that we are working with on the buyer side. We pledge to take the time to understand the issues that are the most critical to you in seeking a new partner. Our interests lie in your ideal culture, role and the types of resources that need to be in place.

Understanding these critical and sensitive issues enables us to identify and select partners that will meet your criteria. Although price and terms are extremely important, most buyers are generally in the same ballpark. The majority of independent owners who we have spoken to over the years often share with us criteria that is essential in a new relationship providing that price and terms are at or above market level.

The Winston Dunn Advantage to sellers that trust in us:

  • No cost to you
  • Full disclosure of the buyers that we work with
  • Confidentiality
  • Courtship by multiple suitors
  • Experienced team that has engaged in thousands of conversations with agency owners like you across the country
  • Buyers that range from small independents to globally publicly traded firms
  • A deep understanding of your industry niche
  • Knowledge of which buyers would consider your firm a strategic play
  • We work on a contingency basis with our buyers which enables us to introduce you to more than one entity
  • We are nimble, yet we can move at whatever pace works best for you
  • Provide timely and accurate feedback throughout the process
  • We have an understanding that your views, priorities and goals are subject to change during the process
  • Assist you in identifying buyers that can structure acquisitions for your current and future value creation
  • Ability to provide you with buyers who utilize earn-outs tied to pro forma adjustments
  • The consultants at Winston Dunn Inc. are focused solely on the retail, wholesale and MGA insurance communities. It is this focus that enables us to obtain and share critical industry knowledge which is vital for you to make clear decisions throughout this process.