Minding Your Business: Preparing for the Loss of a Producer May 15, 2017 By Catherine Oak and Bill Schoeffler Recently, a client of ours had two producers leave to start their own agency. The impact on the agency was...
Minding Your Business: Now Is the Time to Get Rid of Outdated Beliefs in the Agency March 20, 2017 By Bill Schoeffler and Catherine Oak Quick, what color is a yield sign? Many adults, especially those more than 50 years old will say unequivocally that...
Minding Your Business: Trends to Exploit in 2017 February 6, 2017 By Bill Schoeffler and Catherine Oak It is a new era for our country, with President Donald Trump coming into power with the theme to “Make...
Minding Your Business: Business Exit Strategies January 9, 2017 By Bill Schoeffler and Catherine Oak Every business owner will exit his or her business at some point. The key is — will it be on...
When Selling Your Agency Does NOT Make Sense October 24, 2016 By Catherine Oak and Rachel Schoeffler The process of selling a business involves an amalgamation of financial, personal and external factors. Sellers should work with their...
How to Create & Reward Exceptional Agency Leaders September 19, 2016 By Catherine Oak and William Schoeffler Jr. It’s always difficult to admit not being good at something — especially when you are the agency owner and leader...
10 Ways to Be a Competitive Buyer in a Seller’s Market August 22, 2016 By Catherine Oak and William Schoeffler Jr. Many agency owners would like to acquire another firm that is compatible with theirs. Agency owners today want to be...
Using Agency Employees to Improve Leadership June 20, 2016 By Catherine Oak and William Schoeffler Jr. In today’s business climate innovations in technology and systems have upended communication, payroll and record keeping. Even with these drastic...
Gifting Agency Stock & Grantor Retained Annuity Trusts May 23, 2016 By Bill Schoeffler and Catherine Oak Paul Simon wrote that there are “50 Ways to Leave Your Lover.” For business owners, there are a few less...
Agency Performance Enhancement with the Power of Habit March 21, 2016 By Bill Schoeffler and Catherine Oak Imagine the effect on owners, managers, producers and staff if they knew how to improve anything they did by having...