Professional M&A Tools for Agency Transactions
Generate institutional-grade transaction documents, analyze deal structures, and navigate your agency exit with confidence.
Unlock AccessHigh Complexity
Massive logic-driven contracts that define the legal, financial and tax realities of the deal
Medium Complexity
Tools that professionalize staff relationships and secure financing.
Low Complexity
High-utility communication tools to manage the post-close chaos
Calculated Forms
Tools that prioritize mathematical precision and regulatory compliance
Featured Tools
- Tier 1
Asset Purchase Agreement (APA)
Build an Asset Purchase Agreement (APA) with payment waterfall, schedule manager, and risk checks. Tier 1 document builder for insurance agency M&A.
- Tier 1
Shareholders' Agreement
Build a Shareholders' Agreement with deadlock protection, funding gap analysis, and buy-sell terms. Tier 1 document builder for agency partners.
- Tier 1
Stock Purchase Agreement (SPA)
Build a Stock Purchase Agreement (SPA) with QSBS tax check, CAUV valuation link, and seller financing. Tier 1 document builder for insurance agency stock sales.
- Tier 2
Insurance Policy Escrow Agreement
Build an Insurance Policy Escrow Agreement with cross-purchase policies, funding gap check, and neutral escrow agent. Tier 2 document builder for partnership succession.
- Tier 2
Producer Agreement
Build a Producer Agreement with commission matrix, chargeback terms, and M&A successor clause. Tier 2 document builder for insurance agency producers.
- Tier 2
Stock Pledge Agreement
Build a Stock Pledge Agreement for seller financing with security coverage, stock power, and UCC-1 filing. Tier 2 document builder for insurance agency deals.
More Features on the Way
Deal Analyzer
Compare IOI, LOI, and PA offers side-by-side with risk-weighted analysis.
Knowledge Hub
M&A education, glossary, case studies, and best practices.
Document Analyzer
Analyze documents from common M&A scenarios.
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