M&A Document Tools
M&A documents built for insurance-agency deals
Generate institutional-grade transaction documents, analyze deal structures, and structure your agency sale end to end.
High Complexity
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
Communication tools to manage the post-close scramble
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.
Coming soonKnowledge Hub
M&A education, glossary, case studies, and best practices.
Coming soonDocument Analyzer
Analyze documents from common M&A scenarios.
Coming soonGet access to Deal Architect builders, risk-weighted value tools, and more—create an account to start.
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