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 [...]

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 [...]

Insurance Agency Valuation Calculators

When I am out speaking to agency owners, I hear all kinds of things from them when it comes to what they think about the value of their agency.  I am usually not surprised by some of the things I [...]

8 Principles of Succession Planning

“Most people don’t plan to fail, they just fail to plan.” – John L. Beckley Succession Planning typifies long term planning. It is a tactical application that falls within the realm [...]