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In today’s competitive insurance market, agency acquisitions are a key growth strategy, and securing the right financial partner is critical. 

Join the conversation on building and executing an acquisition strategy for your agency. 

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Agency owners – what’s on your mind? Economic trends to watch on 2025, leveraging capital for your specific needs, organic and inorganic growth?

With the Tax Cuts and Jobs Act (TCJA) set to sunset at the end of 2025, agency owners could face new tax implications affecting decisions about selling their agency. 

From launch to legacy, a bank plays a critical role throughout the agency life cycle. What stage is your agency at?

Put away the cookie cutter! In today’s insurance landscape, agency owners need more than traditional approaches to agency growth and financing options.

What are your cash management and investment strategies? Are you working with your bank to effectively save costs, improve efficiencies and maximize returns?

Attention agency owners:  what is your perpetuation strategy?  Does it include a possible larger payout over time, employee commitment and retention and preservation of your agency’s culture and legacy?

Learn more about the advantages and how an ESOP can be an effective succession strategy for the right insurance agency.