Why are some transactions or “deals” most likely to happen or not happen? There are a number of factors that...
Articles by Catherine Oak
As the M&A frenzy continues, buyers keep pushing the envelope when it comes to agency value. The private equity firms...
Who is responsible for sales management in most firms? Often the task falls to the owner or the top producer...
To paraphrase Mark Twain — reports of the demise of insurance agencies have been greatly exaggerated. The local agency has...
What makes the difference between an average agency owner and a great one? The key is learning the skills of...
If agency owners haven’t created the annual business plan, it is not too late. It is best to take a...
A strategic business plan is very important to make sure that the business is successful. So why is it that...
For family businesses, the key is to understand everyone’s needs and expectations and then design a plan well in advance...
It is imperative for agency owners to watch and learn about major trends when they start. Following are the eight...
Most of our agency clients tell us they have a hard time finding producers. They want to know where to...