Yes, maybe and no. While these responses might sound like loan decisions you might expect to hear from a lender, they represent my response to the often-asked question of where to seek financing for loans to facilitate an agency acquisition …
Where does the time go? Four months into 2017, here are four industry observations and four action items every insurance agency principal can take before the next four months pass. The Industry 1. Merger and acquisition activity and agency prices …
I would like to tell you why I believe there is a good reason for you to strongly consider perpetuation for your agency. There is a sound and understandable economic justification that suggests that there is as much value to …
An Economic Case for Internal Perpetuation If you just sold your agency to one of the many private equity backed brokerage firms, congratulations, but you may want to flip this page. Now that the former agency principal has moved on …
It is approximately four weeks before the Presidential election. There is a very good chance that an insurance agency principal will wake up on Wednesday, November 7, and suddenly realize that it is time to sell or perpetuate the agency …
Every morning, stories of financial sector gloom and doom fill the airwaves. A slowing economy has affected the ability of individuals and businesses to pay their bills. The term “credit crunch” has become a part of the daily lexicon, with …
How to Properly Position an Agency When Planning to Borrow From a Bank Every morning, stories of financial sector gloom and doom fill the airwaves. A slowing economy has affected the ability of individuals and businesses to pay their bills. …
