Western State Insurance

Acquisition Contact

Tom Elliott
Acquisition Manager
Cell 503-880-9470
Office 406-327-6522
telliott@wsi-insurance.com

Acquisition Info

elderly couple

Western States Insurance has a well planned "Growth Through Acquisition" strategy.

We are looking for people who want to grow with us and value the synergy of being part of an established and respected organization.

There are many reasons why an agency owner would consider selling their agency. Among these reasons are:

  • To prepare for retirement
  • Agency perpetuation and/or exit strategy
  • Access to capital (take advantage of all time low capital gains tax rate of 15%)
  • To satisfy customer demand/need for broader service
  • To improve market share, capitalize on new growth opportunities and expand lines of business
  • Competition getting stronger
  • Carriers demanding more
  • Technology requirements beyond abilities

Why TEAM UP with Western States Insurance Agency?

We have experience. With over 18 years of M & A experience, a proven acquisition model, a dedicated corporate support team, and a proven transition plan, Western States is ready to make your move efficient and precise.


We understand your business.
Our culture and local branch management governance is compatible with the independent agency system. Though some of the more difficult decisions are made at the Senior Management level, each branch retains a fair degree of autonomy.


We add value to your operations.

We bring considerable knowledge and experience in the following areas:

  • Agency management
  • Financial management
  • Product development and sales management
  • Legal matters
  • Technology utilization and development
  • Human resources assistance in compliance and employee training and recruitment

We help you improve your customer service and market share with state-of-the-art tools and outstanding carrier relationships, “we bring big city services to small town agencies”.

We provide excellent career opportunities for employees. Western States is dedicated to the advancement of employees through continuing education and internal hiring. Each year, Western States runs numerous continuing education seminars to help our employees maintain their licenses.

You can count on getting your money.

Peace of Mind From the People You Trust.

Copyright 2002-2010 Western States Insurance
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