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 often give to our clients – you never know what can affect the value...
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 story of two men in Medieval Italy that are working chipping marble in a...
As we approach the holiday season, it is only natural for agency owners to take stock of what they have accomplished this year. They are thankful for another year that they have successfully navigated their way through the changes in Carrier Appetites, Technology...
Owning an independent insurance agency it seems like planning for the future is never a priority. This includes having an insurance agency perpetuation plan. Having a plan in place ensures that if something happens to the current shareholders that the agency can...
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 hear about as to how they arrived at the value. Recently I visited a...
For many people, retirement is something you dream about for a long time. You’ve probably spent many years planning for it in hopes of enjoying a more robust lifestyle during your golden years. No matter how long you’ve been looking forward to the day when you are...
