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The Importance of Certainty in Agency Valuation

Are you sure? It’s a common question. It is a question that goes hand in hand with big business decisions. It also has a big factor in agency valuations. If you’re discussing a sale with a buyer and describing your agency’s selling points, the last thing you want to...
What does it mean to be a Legendary Leader?

What does it mean to be a Legendary Leader?

I am often asked by my students about what makes a good leader. I am not sure that I know the answer to that question, but I always answer the question with another question. The question is: What makes someone legendary? We all have examples of leaders in sports such...

Should a Sale be Driven by Taxation?

Do you think we can get a deal done by the end of the year? The answer is always the same. Buyers understand seller’s interest in closing the deal before the end of the year. Advisors should do whatever is necessary for seller’s to achieve their goals. If you begin...

What Kind of Leader are You?

If you own an insurance agency, you’re a leader. You’re in charge of the futures of your staff, clients and family. Being a leader is difficult. Becoming a leader takes time, effort and hard work. Leadership can mean different things to different people, but there is...

The Real Reasons You’re Selling Your Insurance Agency

Whenever you make a big decision in life, you need to think through the facts and make an informed decision based on those facts. You then explain to your family, friends and sometimes yourself why the decision is correct. Most of us avoid the whole truth when we make...