Perpetuation Funding Additional Services | Finance Services

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Premium Finance

Premium Finance Associates and Premium Finance Group specialize in financing both Property & Casualty and Life Insurance premium. Visit us at

Short Term Loans

We can also offer short term loans and advances to commercial and retail accounts based on their bank statements and/or credit charge accounts. These loans range from 4-16 months, depending on the creditworthiness of the borrower. Visit us at for more details.

Mergers & Acquisition

M&A Services - If you are an entrepreneur seeking looking to buy or sell an agency, you may have already discovered the unique challenges that this type of transaction poses.

STG is uniquely qualified to facilitate M&A transactions in the independent insurance agency space. For Baby Boomers planning to retire in the next five to ten years, Springtree Group has particular expertise in managing these ownership transition events. We facilitate the business transfer through a four-step process:

  1. Deal Origination to Confidently Match Buyers & Sellers
  2. Qualification & Negotiation
  3. Deal Structure & Financing Development
  4. Due Diligence & Closing Processes

Springtree Group supports insurance entrepreneurs whose firms have commission and fee levels under $10M annually, with a specific sweet spot from $5M down to $300K.

No other company offers comprehensive acquisition process management, combined with a complete suite of lending and financing tools specifically tailored for small to mid-size insurance agencies.

Please visit us at

Premium Finance Associates

In need of insurance premium financing? Our purpose is to provide superior insurance premium financing services for the property and casualty agent. Insurance premium financing can earn income for agents and maximize cash flow for companies. Premium Finance Associates offers the best premium finance options to agents.

Learn more about our premium financing services »

The Springtree Group

The Springtree Group is a company of entrepreneurs helping entrepreneurs. We offer a full spectrum of Mergers & Acquisition, lending and financial performance services and products to the Insurance Community.

Learn more about STG services »

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