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Extreme Makeover: What Makes an Agency Attractive to Buyers?

Farmington, CT (October, 2011) Some agency and brokerage owners who would like to be courted have not made their operations particularly attractive to buyers – What’s lost on a lot of agencies is that every business decision you make, it has to be made with the idea: Does this build value or destroy value? Click here to read more.

Agency Perpetuation from the Lender’s Perspective

Farmington, CT (September, 2011) For insurance agency owners, a well-conceived and properly executed perpetuation plan is a great mechanism for harvesting the value generated through their dedication and commitment to building their business. Click here to read more.

Value Building Key in Agency Financing, Perpetuation, M&As

Farmington, CT (September 2010) An insurance agency must build value over time and if at some point the owner is going to look to harvest that value, he needs to nurture the business and run the operation in a manner that creates value. This value-building philosophy is the glue that holds the entire perpetuation plan or M&A together. Click here to read more.

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