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...
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....
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...
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...
I have been evaluating why some of the deals we have done go smoothly, and others seemed to have many twists and turns. And I’ve determined: It comes down to TRUST. Trust is the most crucial factor in getting a deal from beginning to end. So what am I speaking...
In today’s post, we discuss the 4th of July events and explain how your insurance agency can retain its significance even when it is being sold. This week we celebrate the 4th of July in style throughout the country. While some people opt for a quiet family...
