Independent Agency

You Own the Business—So Deal!
Brokerage Ops You Own the Business—So Deal!
If a deal “feels right,” shop around.
March 27, 2019
Personal Lines Profits
Industry Personal Lines Profits
Acquiring a personal lines agency that is generational and focused on a personal...
March 27, 2019
The Sandwich Generation’s M&A Pickle
Brokerage Ops The Sandwich Generation’s M&A Pickle
Looking to perpetuate internally? Consider the unique challenges of today’s ag...
March 27, 2019
Listening for Cues
Industry Listening for Cues
Learn from what others are saying and doing.
October 31, 2018
Are You a Blockbuster or a Netflix?
Brokerage Ops Are You a Blockbuster or a Netflix?
Read my letter to the brokerage owner of the future and see how being proactive,...
September 27, 2018
Asking for a Friend
Industry Asking for a Friend
There are some questions you may be apprehensive to ask in public, but the answe...
August 30, 2018
Where Do You Stand?
Brokerage Ops Where Do You Stand?
It is imperative you understand where you fit in the competitive landscape in th...
July 16, 2018
Shift Your Mindset
Brokerage Ops Shift Your Mindset
Escape the guilt of why you sell.
May 22, 2018
Buyers Don’t Know It All
Brokerage Ops Buyers Don’t Know It All
Sellers who focus on driving value can leverage their skill sets and realize mor...
April 30, 2018
Affairs of Estate
Brokerage Ops Affairs of Estate
Tax reform may make you rethink your perpetuation plan.
April 30, 2018