Exclusively focused on insurance agency acquisitions, based in The Woodlands, TX and trusted by sellers across the U.S.
Selling your agency is more than a transaction — it’s a milestone in your life and career. We help you achieve the highest possible value while protecting your relationships with staff and clients.
Studies show that hiring a broker consistently delivers higher proceeds than selling on your own — often adding thousands to your retirement plan.
Using proven data analytics, we evaluate growth potential, retention, and employee performance to position your agency for top value.
We help you start preparing early so your agency achieves its highest value when you’re ready to exit.
Throughout the process, your reputation, employees, and clients remain protected.
Discreetly matching the right buyer and seller while protecting your agency’s reputation.
Every agreement is designed to maximize your financial benefits and address tax considerations.
Access to a trusted network of financial institutions and industry partners for financing and deal execution.
We guide you from initial evaluation to closing and post-sale integration, ensuring continuity for your clients and employees.
Start with a confidential consultation to discuss your goals. Contact our co-founders directly:
judy@clearpath-brokerage.com
+1-832-326-4738
jennifer@clearpath-brokerage.com
+1-214-460-4661