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What Are The Secrets To Multi-million Dollar Insurance Agency Acquisitions? In this episode, Carey and Lindsay Wallace sit down with Kimberly Bunce from Security Financial Bank to explore the intricacies of
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This Compliance Conversation Webinar aired live on October 15, 2020. This is part 2 of 3 Mergers & Acquisitions conversations. Mergers and Acquisitions Explained: A Crash Course on M&A
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In this episode, Lindsay and Carey Wallace sit down with David E. Foate, an attorney with PFS Law specializing in insurance #76 - Understanding Tax Implications in Insurance Agency Acquisitions w/ David E. Foate Avoid the "first offer trap": Insurance Agency M&A Advice
Looking on tips for finding the right insurance agency to buy? Welcome, insurance agency professionals! In today's video, we're Insurance agency acquisitions are more active than ever during these times of crisis and a hardening market, and at this time Wondering how integrating insurance agencies works after an acquisition? 🎙️ Welcome to the latest episode of the Ridiculously
Baldwin Group to Buy CAC Group for About $1B in Cash and Stock Dec 3 2025 // Independent insurance agencies The Baldwin Group and CAC Group have agreed to #131 - The Client-Centric Approach to Agency Acquisitions w/ John Darr Whether you're the buyer or seller, if you're participating in the acquisition or merge of an independent insurance agency, learn the most important things
Truth đź’Ł on insurance agency M&A Springtree Group - Insurance Agency Financing and M&A Abe Boling of The Insurance Dream sits down with Tom Arcieri of Authentic Advisors and talks about the current Insurance M&A
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What Are The Secrets To Multi-million Dollar Insurance Agency Acquisitions? Are you interested in transforming your insurance Webinar - Agency Acquisitions and Mergers Who Are the Leading Companies Driving Insurance Agency Growth Through Acquisitions? In the dynamic world of insurance, the
Buy an Insurance Agency - Agency Acquisition Beyond EBITDA: The Real Key to a Successful Acquisition #mergers #acquisitions #investing #ebitda By: Alicia Chandler. There's no question about it. There's a lot of mergers and acquisitions (M&A) activity among insurance agencies and
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Expanding your insurance agency can be daunting - especially if it involves an acquisition. But with careful planning and the right This presentation is for those that are seeking a mergers and acquisitions advisor to help value, sell
How long do insurance agency acquisitions take? #insurance Mergers & Acquisitions in the Insurance Industry: Challenges & Best Practices - Part 2 of 3 Everybody loves to talk about growth by acquisition. But the truth? It's not nearly as simple—or as successful—as it looks from the
Mergers & acquisitions happen in many industries, but recently we have seen this become a hot topic in the insurance industry. PointeNorth is a well-capitalized acquirer of independent insurance agencies that is looking for partnerships with like-minded agents. Insurance Merger & Acquisition Series: For Agency Owners thinking about selling, Part One
The merger & acquisition environment is at an all time high. There are many factors that make Insurance agencies great investments, including: low interest What Buyers Should Know Before Acquiring an Insurance Agency | M&A Strategy for Independent Agents
A Successful Partnership | Testimonial video with JYC Insurance about the successful merge of our agencies. Looking to sell your Abe Boling sits down with Jon Jamieson, former Insurance Agency Owner, to talk about his acquisition success story and about What to consider when buying, selling, or merging an insurance
On Insurance Refocused, Lindsay and Carey sit down with Aaron Stocks, CEO of AgencyPoint (PFS Global), to compare Top things to consider during an insurance agency sale, acquisition Uncaptive Agency: EP 6 | Insurance Aquisitions, Start-Ups & Survival with Peter Milnes
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The decision to sell or merge an agency is a momentous one for both the buyer and the seller. It involves careful consideration of many crucial factors. In this episode, Lindsay and Carey sit down with John Darr, the president and founder of Darr Schackow Insurance, to discuss the
If you are interested in buying an insurance agency, then the information contained in this three part presentation will be of very Thinking of selling your insurance agency? Don't make the mistake of accepting the first offer without exploring all your options.
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Agency Acquisition Brokers - AgencyEquity Welcome to another exciting episode of "The Insurance Agent Podcast"! 🎙️ In this installment, we dive deep into the intricate
In this episode, Lindsay and Carey Wallace sit down with Rob Bowen from Patriotic Insurance Group to reflect on his first-year Mergers & Acquisitions news, trends and insights - Insurance Journal
Valuation of insurance agency based on comparable merger and acquisition transactions. Insurance Agency Valuation Basics This video is a 20 minute introduction to insurance agency Springtree Group is a privately owned firm specializing in insurance agency financing for agencies
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The Rogan Group, Inc. a Risk Management and Insurance Recruiting firm is assisting a market-leading, technology-centric Mergers & Acquisitions
View announced insurance industry merger and acquisition transaction details online MarketPlace 4 Insurance, Reilly Insurance Agency, MD, Independent Agency M&A Series Part Three: Jon Jamieson with Agile Cap: For Sellers of Insurance Agencies
Who Are the Leading Companies Driving Insurance Agency Growth Through Acquisitions? Is M&A slowing down? #insurance #insuranceagency #mergersandacquisitions
Buying an Insurance Agency -- An introduction to the M&A Market This video is a 24 minute