The Insurance Agency Mergers and Acquisitions Insider

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Selling an Insurance Agency Based on Retention

A discussion on some reasons why I don’t think most agencies should be sold on a retention-basis.

September 26, 2014 · Leave a comment

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