Selling Your Insurance Agency

Business Succession Planning to Protect Your Legacy

Planning for business succession is not always easy, especially when you have worked long and hard to build your agency. But by starting the conversation now, you create a longer time frame to explore your options.

At Longen Group, LLC we know what it is like to build an agency, and of equal importance, we know what it is like to sell and move on, whether that be to retirement, a new career or even building a new agency from scratch. We understand the investment you have made in your business, both financially and personally. It took your time, your commitment, and most likely you made sacrifices along the way.

It’s important to take that look back and consider all you achieved, to take a realistic look at your current circumstances, and also to identify your vision for the future. It may be helpful to visualize where you see yourself after you sell, including what you will be doing, where you will be, who you will be with and what your financial goals are.

As the owner of Longen Group, LLC, Charlie Longen has been in your exact position. After starting his own agency 32 years ago, he made the decision to sell the very same day of the agency’s 32 anniversary. Charlie is uniquely positioned to help you navigate this process, including identifying and prioritizing your goals, mapping out a workable plan, identifying key players to facilitate the process, and protecting your legacy, which in addition to achieving financial security may also include protecting loyal staff and family members who have been integral to your business.

You may be ready to sell your business today, or you may only be contemplating for the future. Either way, getting the conversation started now will lead to better outcomes when the time comes.

Ready to take the first step? Get in touch with Charlie today.
charlie@longengrp.com 610-724-9717