by PatAdmin | Nov 20, 2023 | Uncategorized
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...
by PatAdmin | Nov 13, 2023 | Uncategorized
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....
by PatAdmin | Oct 7, 2023 | Uncategorized
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...
by PatAdmin | Aug 31, 2023 | Uncategorized
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....
by PatAdmin | Aug 24, 2023 | Uncategorized
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...
by PatAdmin | Aug 9, 2023 | Uncategorized
When it comes to helping a client sell their insurance agency, it’s crucial to reflect on our recent transactions to derive valuable insights and learning opportunities. The past quarter has been eventful, with significant transactions showing us the dynamic...
