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Scale it.
Sell it.
Up to 9X.

You didn’t build a business. You built a high-paying job you can’t sell. Let’s change that.

Learn MoreSee If You Qualify
Up to 135%
Commission
$100M
Platform in build
All 50
States

Agency Valuation Engine

What’s yours worth?

Live
$2M
20%
12

EBITDA

$400K

Applied Multiple

7x

Estimated Exit Value

$2.8M

EBITDA $400K × 7x multiple

7x$1–3M
8x$3–5M
9x$5M+
See If You Qualify

Illustrative estimate only. Actual valuation depends on persistency, growth, and market conditions.

The Track Record

Why agency owners work with BDE

0

Industries

Companies built & exited

$0M

Platform In Progress

Insurance distribution we're building now

M&A

Real Deal Experience

We know how buyers think

0

States

Nationwide distribution

0%

Operator-Led

We've signed the front of the check

0X

Exit Target

Positioned for a premium exit

Carriers We Work With

Mutual of Omaha
Corebridge
Transamerica
Americo
Foresters
Royal Neighbors
Aetna
Aflac
Mutual of Omaha
Corebridge
Transamerica
Americo
Foresters
Royal Neighbors
Aetna
Aflac

Logos shown for illustration. BDE Capital is independent and not affiliated with or endorsed by these carriers.

The Real Question

What’s your agency actually worth?

Not what it produces this month.

Not what it pays you.

What would a buyer wire for it tomorrow?

Most agency owners don’t know.

They’ve built production,

but not enterprise value.

They’ve created income,

but not a transferable asset.

BDE Capital helps established agency owners increase production, build infrastructure, develop leadership, and create a company that can command a premium valuation when the time comes to exit.

The goal isn’t just to make more money.

The goal is to build something worth buying.

The Shift

Income pays the bills.
Equity changes your life.

Most agency owners spend a career maximizing cash flow and never build a dime of enterprise value. The wealthy ones do the opposite — they build an asset that pays them twice.

What you have now

Just income

  • Stops the moment you stop
  • Taxed at the highest rates
  • Capped by your personal output
  • Gone when you walk away
The goal
What we build with you

Real equity

  • Pays you again when you sell
  • Taxed at favorable rates
  • Multiplied by systems and team
  • Becomes generational money

Agencies with systems, leadership, and recurring revenue command dramatically higher multiples than owner-dependent books. That gap is your payday.

The Mechanism

The BDE Exit Flywheel

Six compounding moves that turn an owner-dependent book into an acquisition-ready agency. Hover to explore each.

01 · Recruit

Install a repeatable engine that attracts and onboards stronger producers.

02 · Produce

Lift per-agent output and total issued premium with proven sales systems.

03 · Retain

Tighten persistency so the book is sticky, profitable, and buyer-friendly.

04 · Scale

Grow predictably across teams and markets — not by working more hours.

05 · Systemize

Document the machine so the agency runs and grows without you.

06 · Exit

Package and position the agency for acquisition — up to 9X.

See If You Qualify
The Outcomes

Owner-dependent to acquisition-ready

Agency ARepositioned
Revenue$900K$3.8M
Team Size642
Enterprise Value$1.8M$18M
Exit Readiness25% → 92%
Team Leader BRepositioned
Revenue$1.4M$6.1M
Team Size955
Enterprise Value$3M$34M
Exit Readiness35% → 96%
Producer Group CRepositioned
Revenue$2.2M$9.4M
Team Size1480
Enterprise Value$5M$58M
Exit Readiness40% → 98%

Examples shown for illustration. Results depend on agency size, execution, persistency, and market conditions. BDE Capital helps position agencies for a premium exit — no specific multiple or sale is guaranteed.

Who This Is For

Built for closers. Not tire-kickers.

We only work with agencies we can genuinely move the needle for. Be honest about which column you're in.

This is for you

  • Established agency owners
  • Team leaders
  • Recruiters with a team
  • Producers with existing distribution
  • Agencies doing meaningful annual issued premium

This is NOT for you

  • Brand-new agents
  • People looking for motivation
  • No-production teams
  • Agencies unwilling to implement systems
That’s me — See If You Qualify
FAQ

Straight answers

The questions every serious agency owner asks before they apply.

Scaling production and tightening systems can start producing results within the first 90 days. A full reposition for a premium exit is typically a 12–36 month build, depending on where your agency is today. We map a realistic timeline on your qualification call.

Final step

Ready to build something worth buying?

Tell us your numbers. If you’re a fit, we’ll show you the exact plan to scale production, build enterprise value, and position for a premium exit. Operator to operator.

  • Increase production and recruiting
  • Build systems, leadership & clean data
  • Position the agency for a premium exit — up to 9X

We help position agencies for a premium exit. No specific multiple or sale is guaranteed — outcomes depend on agency size, execution, persistency, and market conditions.

See if your agency qualifies

Step 1/2

No spam. No recruiters. No motivational quotes. Just the numbers.