Personal lines production seems to be a larger focus now for property/casualty agencies today. A question that our clients often...
Articles by Catherine Oak and Bill Schoeffler
Family businesses are the backbone of the U.S. economy. There are 5.5 million family businesses in the United States. According...
Mergers and acquisitions continue to occur at a very fast pace, despite COVID-19, election results, unemployment, natural disasters, etc. After...
A few years ago, Catherine had a total knee replacement by an excellent orthopedic surgeon in Fremont, Calif. Dr. John...
Every insurance agency client we have today is seeing producers struggling with new production because of COVID-19 restrictions. They are...
Death and taxes are as inevitable as life itself. Yet most fail to plan for the inevitable. An ounce of...
We all know about the Pareto Principle, the 80/20 rule. It also applies when analyzing the profitability and the work...
As merger and acquisition consultants, we wonder how long unusually high EBITDA multiples will be paid by buyers. Most of...
The coronavirus pandemic has led to various versions of lockdowns and quarantine orders, which are now being revised during the...
What makes a good and motivating producer compensation model does not need to be rocket science. The key is to...