Serving business owners across Texas 5.0 from 43 Google reviews
info@mdrma.com Refer a company
MDR & Associates, mergers and acquisitions advisors
(855) 637-2776 Free valuation snapshot

Selling

Sell your businessBusiness valuationHow the process worksWhat it costsPre-exit consulting

Before you commit

What is my business worth?Selling confidentiallyComparing offersPreparing for a sale
Michael D. Rubin, founder of MDR & Associates Start here Free valuation snapshot Four fields, no obligation, and an advisor comes back the same business day with a range. Open

What we sell

ManufacturingHome ServicesDistribution & WholesaleBusiness Services

By trade

HVAC companiesPlumbing companiesRoofing companiesLandscaping companiesInsurance agenciesMachine shopsAll industries and trades
Logos of companies sold by MDR & Associates Proof 250+ closed transactions The companies we have taken to closing, grouped by industry and named. Open

Acquiring

Buyer representationBusinesses for saleAcquisition financing

Get access

Sign the buyer NDARegister as a buyerA buyer's story
A buyer and seller meeting arranged by MDR & Associates For buyers Most of what we sell is never listed Registered buyers under NDA see opportunities before they are advertised. Open

The record

Closed transactionsClient testimonialsClient videosThe radio show and podcastThe book

The firm

About MDR & AssociatesOur teamMichael D. RubinFrequently asked questions
A client of MDR & Associates being interviewed on camera Watch Sellers, on camera Owners who sold with us, saying what the process was actually like. Open

Talk to an advisor

Dallas / Fort WorthFriscoAustinHoustonSan Antonio

Other ways

Every location we serveRefer a companyInsights libraryStart a business profile
Michael D. Rubin, CEO and founder of MDR & Associates No cost Call (855) 637-2776 Or send four fields and an advisor replies the same business day. Open

Closed transaction · October 2022

The Kaufman Agency

MDR & Associates took The Kaufman Agency, a Medicare insurance agency, through to closing in October 2022.

Free valuation snapshot → Call (855) 637-2776
The Kaufman Agency logo

The transaction

  • ClosedOctober 2022
  • SectorBusiness & consumer services
  • TradeInsurance Agencies
  • LocationAllen, Texas
  • BuyerStrategic buyer: another insurance agency
  • Engagement to closing60 days
  • Represented byMDR & Associates
  • Todayconfusedovermedicare.com

The company today, in its own words. Independent insurance agents licensed in Texas who help people make the transition to Medicare, with education meetings and enrollment in Medicare Supplement, Advantage and Prescription Drug plans.

The sale

How it ran

The Kaufman Agency, a Medicare insurance agency in Allen, came to us 60 days before it closed in October 2022. It was sold to a strategic buyer: another insurance agency, found through the same confidential process every company we represent goes through: a blind profile, buyers qualified before they learn the name, and more than one at the table where the company draws them.

What that buyer examined is what any buyer of insurance agencies examines — the factors below, in that order.

Own an insurance agency?

Find out what a buyer would pay for it today. A confidential opinion of value from the firm that sold The Kaufman Agency — free, with no obligation, answered the same business day.

Get a free valuation snapshot

What decided the price

What buyers look at in an insurance agency

Retention

The percentage of policies that renew each year. It is the most important number in the sale, and buyers check it carrier by carrier.

The mix of business

Personal lines, commercial lines, and life and benefits are valued differently. Commercial accounts are larger, and also more concentrated.

Carrier appointments

Whether your contracts with carriers can pass to a buyer. With a captive agency, the carrier has to approve the buyer, and its rules shape the whole sale.

The full list, and who the buyers are: Selling an insurance agency in Texas.

The record

More insurance agencies we have sold

Edward M. Polk AssociatesMay 2026Allstate agency, Flower MoundSeptember 2010Secure Protection InsuranceApril 2010The Jarrell AgencyOctober 2017North Texas SurveyingOctober 2025Party Time TexasFebruary 2025Bahr Consultants, Inc.September 2023Inland GeodeticsAugust 2022
Every closed transaction →

Your company

Talk to the firm that sold The Kaufman Agency

Request a confidential valuation

What brings you here?

Pick the closest — there is room to explain in a moment.

About the company

This is what lets an advisor come back with a real range instead of a call to ask. Every field here is optional.

Where do we send it?

An advisor replies the same business day. Nothing you send leaves this office.

Confidential. We never contact your employees, customers or competitors, and we do not share your details.

Thank you. Your request is with an advisor, and we reply the same business day.
Something went wrong. Please call (855) 637-2776 and we will take the details by phone.

Four fields and a reply the same business day. Nothing you send is shared with anyone, and nothing reaches your employees, customers or competitors. If you would rather talk, call (855) 637-2776.

  • A value range and what is driving it
  • An honest answer about whether now is the time to sell
  • No fee unless and until your company sells
5.0 from 43 Google reviews

Start here

Find out what your company is worth — confidentially.

No cost, no obligation, and nothing leaves this office. Four fields, and an advisor comes back to you the same business day.

Get a free valuation snapshot → Call (855) 637-2776
Call an advisor Free valuation snapshot

Free · confidential · no obligation

What is your business worth?

Three short steps. The middle one is what lets an advisor come back with a real range instead of a call to ask.