As noted by many in the agent/broker M&A world, 2017 was the most acquisitive year on record. Reported transactions were up 20% for the first three quarters of the year … Continue reading
At the “suggestion” of my wife, we recently started looking for a new house. Like most other home shoppers, I wound up on Zillow.com. If you have never used it, Zillow is a great website loaded with information and resources to aid in the process of buying a new home. While shopping for a home is exciting and fun, my experience drove home a few points that relate to 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
Truth be told, our biggest competition isn’t other M&A firms in our market area; its buyers that contact agency owners directly. From a marketing standpoint, I’m not afraid of this … Continue reading