There are two types of owners who want to sell their agency. Either they want to: Stay involved in the business; or Sell and retire. Let’s Dig In… There are some owners who resist selling because they don’t want to be pushed out by the new owners. Others...
Millions of baby boomers will no longer be in the workplace as they will be retiring soon. This will have a direct impact on the workplace. Baby boomers, who entered the workplace many years ago, will affect the workplace directly simply because they bring a lot of...
Selling your insurance agency comes with many challenges. From the moment you make the decision to sell, you will have to overcome self-doubt, exhaustion and maybe even a few differences of opinion; before you finally complete the sale. These are challenges that must...
Recently, I went out and met with a potential client. We spent some time together and I explained our value proposition. We had two meetings and at the end of the second meeting, I felt that they understood what we brought to the table and that they were ready to...
Deciding on the future of your business may be the most important decision you make in your life. It will have an effect on your family’s future, the futures of your employees and the futures of your clients. When you decide on how you want to perpetuate your...
Family Legacy through Many Generations The insurance brokerage industry is unique in many ways. Many insurance agencies can trace their roots through a family legacy that goes back many years. There are agencies that are now in their 3rd generation of family...
