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Acquire/Buy

Are you an agent looking to expand your agency business through an acquisition? Or perhaps you’re a seasoned insurance agent getting ready to retire and sell your agency as part of a perpetuation plan. You can use our FREE Agency Exchange service to connect with insurance agency buyers and sellers in your area.

Oak Street’s Agency Exchange allows you to list your agency for sale at no cost. We provide the marketplace where insurance agency buyers and sellers meet. This will allow you to advertise to thousands of potential buyers with no out-of-pocket expense. It is quick, easy and free. Finding the right demographic to expand into will enable insurance agency owners to tap whole new markets.

Insurance agency owners can generate exposure to five times as many potential buyers as there are sellers. Listing your agency with us could produce multiple interests in or offers for your agency.

  • Listings sent to thousands of prospective buyers each month
  • Subscribers to listing alerts receive regular updates
  • AgencyExchange promoted via numerous marketing channels

Is your team prepared for growth?

Making the decision to grow your business is a big step that takes a great deal of thinking, a willingness to commit resources, and more than a little courage. It also takes the cooperation and involvement of your management team. Whether your agency is small or...

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Should you borrow to reach your goals?

For businesses that consider or choose to take on debt to implement growth initiatives, achieving the right balance between that debt and equity is important. Maximizing a company’s return on equity requires a certain amount of debt. Oak Street appreciates the need...

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What is keeping you from growing?

Has your agency reached a plateau? Fortunately, there are ways to reignite your business and regain momentum. Here are some remarkably simple and practical ways to get your agency moving. Take a time-out One of the best ways to recharge your batteries is to spend time...

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Insurance Agency Events

  • TWFG
    June 22-25 The Woodlands, TX
  • FAIA
    June 8-10 Orlando, FL
  • PIA NY/NJ
    June 11-13 Atlantic City, NJ
  • PIA Ohio
    October 2017, OH
  • BIG I Illinois
    October 3-5 Tinley Park, IL

Learn More

To learn more about financing options for your business, please contact one of our knowledgable experts. We can answer any questions you may have, and suggest the best route for moving forward.

Email us below to begin the conversation.

Valarie J. Gavin

 

 

"This was the most organized and smooth process of a loan I have ever experienced. Everything went as I was told. We did not go back and forth on needing any other docs other than listed in the beginning. Thank you for such a smooth process."

Allan Boyd

"We can't say enough positive things about the personal touch and individualized service and attention we received. Commercial bankers could learn a thing or two from Oak Street! THANK YOU to all of you for making one of my dreams come true."

Richard Morache

"One of the few sources for an insurance agency in securing a loan when acquiring a book of business. Oak Street is a trusted financial partner who understands the insurance business for the independent agency owner."

Robert Jandrain

"I found the entire experience better than I had expected. Everyone was pleasant to work with and it was much less complicated than one would have thought. Not only would I recommend Oak Street Funding to anyone in need a financing but I will also you them for any future finance needs for my agency."

Matthew Chavez

"The thing most notable about working with Oak Street was your knowledge of the industry, like 'pledging future commissions as collateral'. You are in the business, which was invaluable. Compared to our external lenders (or attempts with those lenders) it was night and day. We looked at 8 lenders total throughout the process. Two were VC and 6 were local banks but primarily lending institutions and to be able to talk about carriers and contracts with Oak Street without getting the 'deer in headlights' look…you get it! From my perspective as a small owner…again, it was just invaluable."

Justin Honey

"Loan process was thorough and actually helped me get an even better picture of my cash flows and revenues throughout the process."

John Ridgway

"Extremely professional and courteous staff. From our first discussion through settlement, the responsiveness and thoroughness was fantastic. Your staff made this a great experience. Plan on recommending your firm to agents looking for funding because of my positive experience."

Have questions? Talk with our experts for more information.