Insurance Book Exit

A successful sale process requires the business Owner to be able to call on the right transaction and technical experience and expertise to maximise outcomes. In some cases, the Owner has significant deal experience and time to dedicate to the sale process. In most cases, though, the Owner needs to assemble the right team to successfully complete the transaction.

 One of the advantages of working with Carwardin is that we are open to collaborating with other specialists to help business Owners get the best possible outcome. Aside from leading transactions, our role is often to provide strategy and transaction expertise and work with existing advisors and / or other external, industry experts where necessary.  

A good example of this how we have a proactive working collaboration with specialist insurance and financial advisors on the sale of insurance and financial broker businesses.

 We provide the discipline and expertise from our prior deal experience in transactions. This includes input on how to approach significant issues such as confidentiality, marketing and meeting the purchaser information requirements. We also help to ensure that legal compliance associated with leading a sale process is followed. We don’t replace the need for legal input on a transaction but provide information on the correct legal framework required to run a sale process, which an Owner needs to be aware of.

 Our experience is that there are further significant insights to be obtained from insurance and finance specialists to help provide you with an informative business appraisal. These insights include industry benchmarks for categories and profiles of premium books. In addition, these experts have significant contacts within the industry and have working relationships with businesses and investors who are actively looking for businesses to buy.

Please contact us if you would like to discuss what a potential sale process might look like for your insurance or finance business.