Whether you decide to perpetuate internally, foster a funded business handoff to your successors, or go with an external sale, one thing is certain: There are several key steps you’ll need to take to maximize your agency’s value.
The landscape of agency acquisitions is as challenging as it is rewarding. To be successful, an acquisition requires a delicate balance between strategic alignment, financial prudence, cultural fit and more.
On this episode of Agency Nation Radio, Jessica Mulder, operations manager of Perspective Insurance in Sioux Center, Iowa, reflects on how she played a role in the purchase of three agencies in one year.
