McGrath Insurance Group is a family owned business with acquisition experience.  When you sell your agency to us, we will:

• Take your personal financial objectives into account
• Develop a future earnings stream to maintain your lifestyle
• Consider estate-tax planning issues
• Provide you with financial security
• Take good care of your business, clients and staff

Benefits To You
You’ve worked hard to get your business to where it is today.  You deserve to be rewarded for your efforts.

We will provide you with a fair, competitive price for your business.  We will also structure the deal in a manner that provides the greatest mutual benefit, based on your financial objectives and ours.

We will provide you with an income stream that allows you to maintain your current lifestyle, while also taking tax issues into account.

In addition, our strategy is to continue the legacy of your company, including maintaining the staff, customers and locations you have established.

Benefits To Your Business
At McGrath Insurance Group, we’ve found that the whole can be greater than the sum of its parts.  We will likely bring each other new ideas and new approaches.  Combining our businesses will also likely create cross-selling opportunities.  We’re not just looking to continue your business.  We’re looking to help it grow.

Benefits To Your Clients
McGrath Insurance Group begins every client relationship with an insurance planning process.  We determine the insurance coverage and needs that each client has, attempt to fill any gaps in coverage and occasionally even recommend eliminating coverage that is redundant.

This planning process benefits the client by ensuring complete protection, but it also creates cross-selling opportunities for the agency.

Benefits To Your Employees
Small insurance agencies offer few opportunities for advancement and may find it difficult retaining employees as a result.

Growing agencies can offer opportunities for promotion, ongoing training, and competitive compensation and benefits.