The Insurance Agency Mergers and Acquisitions Insider

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Avoiding a Due Diligence Train Wreck When Selling an Insurance Agency

The due diligence process is a critical stage for either selling or acquiring an insurance agency or brokerage.  M&A transaction “due diligence” is the process by which a buyer of … Continue reading

June 7, 2016 · 3 Comments

Suggestions for Minimizing Personnel Issues during the Sale of an Insurance Agency

A concern was raised recently about whether or not a buyer should be able to interact with employees of the seller during the due diligence process of an M&A transaction.  … Continue reading

December 18, 2013 · Leave a comment