We make selling your business simpler

Plan your succession like you planned your success

Our team makes the succession process profitable and efficient!

We focus exclusively on privately-held MGAs that have a deep understanding of their specialty niche within the insurance industry. Specifically, we assist owners who are looking for future financial and scheduling flexibility but on their terms and their timeframe. Teach us your business so that we may help your legacy of success continue when life’s other adventures await.

Sale your MGA's

DOXA helps your MGA by

  • Offering a fully transparent transition process
  • Employing a small, effective team approach
  • Maintaining your brand identity
  • Streamlining office efficiencies
  • Identifying and utilizing proven sales and marketing best practices
  • Investing in you and your team to realize greater profitability and growth potential

Change is inevitable, and in selling to DOXA, change will occur. However, any change we make will be the result of collaboration, conversations, and a clearly defined path. Your staff, your brand, your legacy will continue to perpetuate growth. As you seek a succession plan for your business, please keep us in mind.

Step 1

Initial meeting to determine if we share a strategic, mutually beneficial fit...
Initial meeting to determine if we share a strategic, mutually beneficial fit...

Step 2

Data sharing to see if we share a mutually beneficial financial fit
Data sharing to see if we share a mutually beneficial financial fit

Step 3

Due diligence to determine if there’s a strong operational fit
Due diligence to determine if there’s a strong operational fit

Step 4

Purchase Agreement prepared and presented to transition your business and your legacy into the future
Purchase Agreement prepared and presented to transition your business and your legacy into the future

Step 5

Closing! and DOXA’s commitment to retain your brand, legacy, and staff while investing thoughtful changes for the future!
Closing! and DOXA’s commitment to retain your brand, legacy, and staff while investing thoughtful changes for the future!

Step 6

Enjoy! With your and your company’s future secured, you’re free to start life’s next great adventure. Congratulations!
Enjoy! With your and your company’s future secured, you’re free to start life’s next great adventure. Congratulations!
DOXA creates win win strategies for MGAs. If business succession is the question, DOXA is the solution.
Talk with us. Let's set up a convenient time for a confidential conversation.
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