Acquisitions

Selling Your Block of Business

Like our partnerships, Mutual Group Benefits customizes acquisitions to meet your needs. While some prefer an immediate infusion of capital, most sales occur over a period of time with the principals aligning with Mutual Group Benefits during a transitional phase. We can share financial pro formulas with you to demonstrate the advantages of each approach.

Sellers are concerned about protecting their customers - and employees. Our skilled, experienced transition team instills confidence and ensures a smooth migration of accounts.

Our continued success depends on protecting the relationships you've cultivated - from clients to valued staff. When buying a block, we often hire key employees to continue your service tradition and provide continuity to your customers.

If you have any questions, contact Blair Ashcraft at (704) 557-9688 or blair.ashcraft@mutualgroupbenefits.com.