Back to Our Roots

Back to Our Roots

I met the owner of ABC Insurance [name protected to maintain confidentiality] when Tom and I first started Sukay & Associates. ABC’s owner was my first connection on LinkedIn. I reached out to him and he agreed to have an initial discussion. We met and he told me...
Bringing Children into Your Insurance Agency

Bringing Children into Your Insurance Agency

One of the major things I’ve seen in the perpetuation process that tends to cause some difficulty in getting a business perpetuated is bringing family members into the business. More specifically, children of owners into the business without setting specific...

Understanding Your Agency’s Value is Crucial

Private Equity Firms are on the chase, and there is a very good chance that they will be calling you. Find out why understanding your agency value is crucial right now. As a reminder, we offer Free Insurance Agency Valuations for qualified agencies. Why Understanding...
Dealing with the Current Landscape

Dealing with the Current Landscape

To our friends and clients, their families, and employees,   We hope this communication finds you all well and home safe.   In looking at the current landscape, it reminds me of some advice we often give to our clients – you never know what can affect the value...

Preserving a Legacy

Preserving a Legacy I was thinking about how we always struggle to explain what we do to our friends and I was thinking about an old story that many of us have heard over the years.  It is a story of two men in Medieval Italy that are working chipping marble in a...