A Confidential Conversation With John Hockaday
Schedule a 15-minute discovery call with John to discuss your book of business, your goals, and what a potential transition could look like.
You do not need to be ready to sell or have all the details worked out. The conversation is simply an opportunity to ask questions, understand your options, and determine whether it makes sense to continue talking.
Your conversation will remain private, and there is no obligation to sell.
Planning Ahead Gives You More Options
You do not have to be ready to retire before you begin thinking about succession.
Agents consider selling their books for many reasons, including:
- Retirement
- A career change
- Health or family considerations
- Relocation
- Declining production or revenue
- The demands of servicing clients and managing the business
- A desire to protect clients through a planned transition
Even if selling is several years away, an early conversation can help you understand what affects the value of your book and what you may want to address before making a decision.
What We’ll Discuss
During this initial call, John will learn more about your business and what you would like to accomplish.
The conversation may cover:
- Your product and carrier mix
- The size and makeup of your client base
- Your current servicing practices
- Your recent production and revenue
- Your preferred timeline
- Your priorities for your clients
- Questions you have about valuation or the transition process
You do not need to prepare a formal presentation or have every detail available. This is an introductory conversation to help both of you determine an appropriate next step.
Protecting What You’ve Built
Selling a book of business involves more than agreeing on a price. You also need to consider how your clients will be served, how carrier relationships will be handled, and what role you want during the transition.
New Horizons has the infrastructure and experience to help provide:
- A thoughtful transition plan
- Continued service for your clients
- Coordination with carriers and other business partners
- Flexible purchase structures based on the circumstances
- A private, straightforward process from the first conversation forward
No two agencies are exactly alike. Any potential offer or transition plan would be based on the details of your business.
“I was real happy with the deal that John made with me. They have really bent over backwards to deal with me and do the things we needed to do. I couldn’t be happier.
I would tell anybody that is thinking about getting out of this thing that they should consider dealing with these guys.”
Steve Hughes
Retired independent insurance agent
Talk With John Hockaday
John Hockaday is the COO and Principal of New Horizons Insurance Marketing. He has spent decades in the insurance business as an agent, agency owner, and leader of a national marketing organization.
John works directly with agents who are considering the future of their books of business. He understands that these decisions are personal, and that protecting client relationships can be just as important as the financial terms.
Schedule Your 15-Minute Discovery Call
Choose a convenient time for a private conversation with John. You can ask questions, discuss your circumstances, and learn what your next step might be.
Scheduling a call does not obligate you to sell your book of business.