A confidential, straightforward acquisition process — built around your goals, on your timeline.
Whether you're planning for retirement, exploring new opportunities, or simply ready for a change, McKinney & Co. makes selling your agency or book of business simple. We talk directly with owners, with no pressure and no obligation, to find an outcome that works for you, your clients, and your team.
Your conversations with us stay private. We never contact your clients, carriers, or staff without your approval.
We're here to listen and answer questions, not to push you into a decision. Take the process at your own pace.
Retiring, relocating, or ready to focus elsewhere — we structure the transition around what matters most to you.
We're insurance people first. We know what your book is worth and what it takes to keep clients and staff taken care of after the sale.
You might be a good fit for our acquisition program if you're:
One private conversation is all it takes to get a clear picture of your options — reach out whenever it suits you.
No forms to fill out. Three simple steps, and you set the pace for each one.
Send us a few basic details about your agency. No forms to fill out, no obligation — just a conversation.
We take a closer look at your book of business and talk through your goals, timeline, and priorities.
We put together fair terms and walk you through a transition plan that protects your clients and staff.
There's no cost and no obligation to have a conversation. Reach out today to see what a sale could look like for you.