In the world of Mergers and Acquisitions (M&A), advisors take on many different responsibilities. However, beyond these roles lies a crucial skill that goes beyond transactions: storytelling. An exceptional M&A advisor not only handles deals but also weaves...

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...

Happy New Year from Sukay & Associates! In the insurance business, the start of the new year often brings about a positive response. Many agency owners have already gone through their January 1 renewals; some are considering taking a well-deserved break or going...

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...

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...

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...

A Guide to Unlocking the Potential of Your Business and Maximizing Returns As a business owner, have you ever contemplated the idea of selling your business? If not, maybe it's time to start considering it. Regardless of whether you plan to pass it on to a relative or...

When it comes to selling your business, one of the key factors to consider is timing. But here's the real question: How long do you want to be a part of the journey? Buyers are eager for your expertise and want you to stay on board to help accelerate growth. They're...

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...

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...