InsurBanc’s David Tralka Discusses How to Manage Your Liquidity

In David Tralka’s article in Rough Notes, he discusses the best way to use your liquidity to benefit your agency. Extra cash can be put to good use by investing in your agency, creating even more value and generating future returns when you decide to sell. He also looks at when it’s best to use the funds you have on hand versus seeking financing. Agency perpetuation and mergers and acquisitions are perhaps the greatest reasons why an agency might decide to borrow.

How should you manage your agency’s liquidity? Click here to read the full article.

Online Banking

Please enter your sign-on ID.

Sign Up for an Account

Important Notice

InsurBanc will be closed on Monday, October 9th in observance of Columbus Day.

Contact Form

InsurBanc will be closed on Monday, October 9th in observance of Columbus Day.
This is default text for notification bar