Succession planning & ownership transition

Many agency and small-business owners are nearing retirement without a viable succession plan or path to sell, putting their books and businesses at risk.

Analysis:

A platform facilitating agency M&A — matching sellers with buyers, managing valuations, and streamlining transitions — could capture significant transaction fees. The wave of Baby Boomer agency retirements is a known, time-bounded market opportunity. Companies like Agency Zoom and OPTIS Partners operate here.