Perpetuation Planning

Your insurance agency is your life’s work. You’ve given it your talents, energy, and time—and it’s rewarded you with a dedicated customer base, loyal employees, and stature in your community. While retirement may not be an immediate goal, you know the day will come, and you want to leave your agency and workers in great hands while getting the value you deserve.

Often, agencies enlist expensive brokers and attorneys to find a suitable match for a merger or acquisition as part of an exit strategy, only to see the agency they’ve built get erased.

At Provence, we approach acquisitions differently. If you’re looking for an owner-friendly option that respects your success, you’ve come to the right place.

No one knows your agency like you do; that’s why we may grant you greater autonomy, allow you to exit at your own pace, and honor what you’ve built by retaining your brand and employees. At the same time, we’ll introduce a number of efficiencies, allowing you to leave a successful legacy.

Exit on your terms

Transition at your own pace

Provence often acquires agencies who are looking for an exit strategy but may be 1-7  years away, keeping owners involved as they prepare to for the next chapter in life.

Respect what you’ve built

We may retain your brand, staff, and location during the transition, honoring the success you’ve built and the trust you’ve won.

Personalize your terms

We’re open to your concerns and priorities, and will happily negotiate a mutually beneficial deal.

Join a growing team

Since 1998, Provence has stood for a personal, consultative approach to insurance—we’ve grown year after year behind our passionate, people-focused culture.

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