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Insurance M&A Articles

How to Overcome Obstacles in M&A Transactions

How to Overcome Obstacles in M&A Transactions

How Does Your Advisor Overcome Obstacles? Being able to handle challenging problems and obstacles is a crucial requirement for an M&A advisor. We always tell our clients: If we were hiring someone with a similar role as ours, we would ask them to explain some of...

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Ten Reasons to Hire an Advisor

Ten Reasons to Hire an Advisor

We are always asked why our clients should hire an advisor rather than representing themselves.  In the end, this decision is no different than many others.  Does the advisor add enough value to justify the investment? Here are some of our responses to why you should...

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The Hidden Key to M&A Success: Cultural Fit Matters!

The Hidden Key to M&A Success: Cultural Fit Matters!

When it comes to mergers and acquisitions (M&A), buyers and sellers often overlook a crucial factor that can make or break the success of the deal: cultural fit. In my journey through the world of M&A, I discovered a surprising truth - a whopping 70% of...

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The Return to Work Dilemma

The Return to Work Dilemma

Today, many businesses are grappling with the decision of whether to have their employees come back to the office or continue working remotely. Some companies believe that being in an office environment is necessary for productivity and collaboration. On the other...

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Why You Should Pay for an M&A Advisor

Why You Should Pay for an M&A Advisor

In almost every initial meeting with potential clients, one question always comes up, either as the first or second inquiry: "How do you get paid?" As I explain the fee structure, I often notice a sense of apprehension among clients. Let's dive into this topic further...

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When Is The Best Time to Sell My Agency?

When Is The Best Time to Sell My Agency?

Clients often ask us, "When is the right time to sell my insurance agency?" My response is simple: The best time is when you're truly ready. Embarking on this journey requires more than just readiness; it demands dedication and a strong resolve. Completing a...

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Latest Trends in the Marketplace

Latest Trends in the Marketplace

I was recently asked about trends in the insurance agency marketplace; I thought for a minute since doing deals is so different from agency to agency, about some common scenarios we've been seeing. And it hit me: There are always new buyers Trends that I see are that...

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