This week, Melissa asks, ‘What is it like today to be young and just beginning to have that “real” job?’ And offers advice on building a career in an insurance agency. The youth of today have a difficult time finding a job, never mind a job that they may be interested...
Whenever I meet a client who wants an accurate picture of the financial health of their insurance agency, I think of how most of us naturally want a pat-on-the-back. I’ve heard the best way to ensure success is to take the safe route with an assignment. As long as you...
You might be thinking about internal perpetuation planning, with an estimate in your head of what your stake in the agency is worth. Imagine ending your working life, leaving something solid in place that will continue forward. Years of working side-by-side with your...
When you think about mergers, acquisitions or selling a business, it’s hard not to think about numbers. If you hear about the sale or purchase of a company on the news or imagine selling your own business, your mind is immediately drawn to the headline numbers. You...
Selling your insurance agency isn’t always about money. In fact, very few sales start out as pure profiteering exercises and even fewer are decided entirely on the dollar value of the offer. While owners usually want to discuss the value, they may even think that...
It’s important that you understand what we mean when we talk about ‘successful’ deals. For us, true success means helping our client to achieve all of their goals for the sale. However, a successful deal could be described as any deal that has a positive effect on the...
