Understanding Financial Statements: A Practical Guide for Insurance Agency Owners Understanding fina...
For most independent insurance agency owners, their agency is their most valuable asset. It is a par...
According to the 2022 Best Practices Study1, agencies invest anywhere from 2.5% - 3.5% of their tota...
Several factors impact the value of your agency. Some of the biggest factors include maintaining a s...
In the midst of the most active M&A marketplace that our industry has ever experienced, often times ...
It’s a new year. Time to get your annual checkup, refresh those goals and get to work. You know what...
There is an incredible opportunity in the insurance industry for someone who wishes to own their own...
For many agencies their growth strategy includes an acquisition component, and the current condition...
It is no secret that merger and acquisition (M&A) activity in the independent agency space is at an ...
Over the past several years I have worked with many agency owners across the country helping them un...
