Death and taxes are as inevitable as life itself. Yet most fail to plan for the inevitable. An ounce of...
Articles by Catherine Oak and William Schoeffler Jr.
Schoeffler Jr. is a financial analyst for Oak & Associates who specialize in financial and management consulting for independent insurance agencies, including valuations, mergers acquisitions, sales and marketing planning as well as perpetuation planning. Phone: 707-935-6565.
As merger and acquisition consultants, we wonder how long unusually high EBITDA multiples will be paid by buyers. Most of...
Sales are the lifeblood of any business. So, one would think that each company will have a well-thought-out sales strategy....
In May, one of our agency clients, Milestone Risk Management & Insurance Services in Irvine, Calif., (Ron & John Hoefer)...
Employees should have continual training. They should be trained in “conflict resolution, hospitality and emotional intelligence,” according to Richard Branson...
A new book called “Start with Why” by Simon Sinek covered this topic and gave us inspiration for this article....
Hiring quality people for an insurance agency has always been tricky. With a good economy, it becomes even more difficult....
It’s always difficult to admit not being good at something — especially when you are the agency owner and leader...
Many agency owners would like to acquire another firm that is compatible with theirs. Agency owners today want to be...
In today’s business climate innovations in technology and systems have upended communication, payroll and record keeping. Even with these drastic...