Typically, financial management is learned on the job rather than through formal training. Agency owners frequently start off as producers,...
Minding Your Business
Northern California and specifically Sonoma and Napa Counties have experienced the worst wildfires in the history of California. Most of...
Recently, a client of ours had two producers leave to start their own agency. The impact on the agency was...
The process of selling a business involves an amalgamation of financial, personal and external factors. Sellers should work with their...
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...
Paul Simon wrote that there are “50 Ways to Leave Your Lover.” For business owners, there are a few less...
Imagine the effect on owners, managers, producers and staff if they knew how to improve anything they did by having...
Today, successful high-performing businesses are developing creative programs to guide employees to focus on improving business performance and rewarding them...
It is time to put on the thinking cap and roll up the sleeves to determine what needs to be...