Perpetuation & Acquisition Planning

The future you want,

the partner you need.

Are you looking to retire or move away from the insurance industry in the next three to five years? If so, do you have a plan to ensure the continued survival and growth of your agency when you leave?

As one of the largest independent agencies in the northeast, with decades of acquisition experience, our agency is ready to provide you with:



With over 30 acquisitions to date, our team of qualified professionals are ready to provide



We pride ourselves on maintaining complete  confidentiality throughout the entire process.



No matter where you are in your perpetuation process, our professions are  here to support you  every step of the way.

Financial Security


While many buyers offer earn-outs or seller  financing, the majority of our acquisitons are  done on a cash, non-retention basis.

"From day one, we work together to design and implement a Perpetuation & Acquisition plan, can make for a seamless transition for you, your staff and your customers."

Ely Kaplansky CIC, CPIA, LIA

"Ely's wisdom and insight are invaluable to any owner or leader looking to optimize their agency for maximum return - in any

- Peter Picken

Picken Insurance. Acquired 2016

"Day one I immediately felt part of the Kaplansky team while processing through the acquisition. Kaplansky staff members prioritized my onboarding experience providing constant guidance facilitating a smooth and easy transition.

- Pam Ubele

North State Insurance
Acquired 2015

Interested in learning more?

Contact us today for a confidential discussion

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