Patrick & Associates, Inc.
Patrick and Associates, Inc. is an industry leader in representing independent insurance agency owners looking to sell their agencies and/or books of business. Our team is highly experienced in representing hundreds of agency owners in the sale of their business.
What We Do
We work closely with our clients to review the agency’s financial and operational status, prepare critical information for potential buyers, identify and solicit qualified buyers, negotiate the strongest possible deal terms, manage the buyer’s due diligence process, and coordinate purchase and sale documentation through the formal closing process. Our experience, industry relationships, and hands-on approach help ensure a smooth, confidential, and successful transaction from start to finish.