You only get to sell or merge your agency once; Doug Levi wants you to get it right
“As a local agency owner, you’ve put your blood, sweat and tears into your business, and every one of us will exit our business someday. My goal is to help you be prepared.” said Levi.
Most agency owners don’t understand the basics of Mergers & Acquisitions (M&A), but whether a current or future sale, this is a critical part of the process. Levi’s book offers insight into Due Diligence, Legal documents overview and Deal Structure. Levi’s book also explains the importance of culture in your decision-making process, the financials you need to understand, how to assemble a good team of advisors, and more.
When asked why he authored the book, Levi said “To help other agency owners better understand the process of selling or merging their business and provide valuable information that isn’t readily available.”
Beyond his dedication to serving the insurance community, Levi is donating a portion of the book proceeds to Life Water, a non-profit, Christian organization dedicated to providing access to safe water, and improved sanitation and hygiene, one village at a time.
To purchase Levi’s book, visit: https://www.amazon.com/dp/B0B41XCDL2/ref=cm_sw_r_api_i_SB3QGBJ7V8ZS3JQKHFVR_0
For a preview of the book, download Levi’s guide, “Top 15 Tips for Selling or Merging Your Agency,” offered as a free resource on his website. Here, Levi also offers agency owners the opportunity to meet with him and chat about their individual situation. For more information, visit: http://onlyonce.biz/
About the Author
Doug Levi is an award-wining agency owner and author. He is a Managing Partner of the Liberty Company Insurance Brokers and Chief Encouragement Officer of Strategic Insurance Services located in Tampa Bay, Florida.
Since starting Strategic Insurance Services in 2006, the agency has grown to an IIABA Best Practices recognized agency, with a team of 14 and over 20 million in force premium, serving clients in business insurance, personal insurance, and group benefits. Levi is married to his wife Amy and have 3 children, Abby, Asher, and Avery.
In 2015, Levi wrote his first book “Surviving the Insurance Jungle: Where 11% of your budget goes,” providing tips and suggestions that individuals and families can put into practice right away when managing their personal insurance. Fast forward six years, in December 2021, Strategic Insurance partnered with the Liberty Company Insurance Brokers, and a year later, in 2022, Levi took pen to paper in hopes of sharing his experience with others. Levi’s second book, “Your Winning Move: An Agency Owner’s Guide to Selling or Merging your Business,” is out now and available for purchase on Amazon.
About Strategic Insurance Services
Strategic Insurance Services, a member of the Liberty Company Network of Insurance Brokers, is an independent insurance agency serving families and businesses by helping them to Prepare, Protect & Recover from life’s unexpected events. Headquartered in Tampa Bay, Florida, Strategic Insurance specializes in a wide range of products and services including risk management, business insurance, property and general liability insurance, workers compensation, home, auto, health and life insurance. To learn more about Strategic Insurance, visit https://www.getstrategicins.com/
About The Liberty Company Insurance Brokers
The Liberty Company Insurance Brokers is among America’s fastest-growing privately held insurance brokerages. Liberty provides entrepreneurial producers and agency leaders a unique platform to serve clients and create equity in a strong and welcoming culture built upon core values of Integrity, Excellence, Caring, Kindness, Fairness, Teamwork, Good Feelings, and Fun. To learn more about Liberty, visit www.libertycompany.com.