Deal Dynamics: Identifying an Acquisition to Add the Most Value to Your Agency
As the field clears in mergers & acquisitions, the door is ajar for independent agency owners to make an acquisition that could change the trajectory of their business.
Issue Highlights – November 2023
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Articles in this issue.
The Inertia of Legacy: A Science Geek’s Guide To Managing Your Legacy
Understanding inertia and applying the concept to seemingly routine life choices will enable you to understand and appreciate the forces that are influencing your current trajectory.
Using your CRM to Create a Culture of Success
The famous phrase, “Coffee’s for closers,” from the classic motion picture “Glengarry Glen Ross,” is the perfect example of some of the sales tactics still used today. While perks today are mostly monetary, a CRM takes the same concept but digitizes the experience.
Hand in Hand: Do Your Research but Listen to Your Gut
Do your due diligence, but never ignore a gut feeling, especially with independent insurance agency mergers & acquisitions.
How to Convince Construction Clients to Buy Professional Liability Coverage
It’s a common misconception among construction professionals that their work does not have a professional liability exposure, particularly if they are a contractor who doesn’t do design work.
Declaration of Independents: David Garcia
After leaving the family business—professional baseball—Garcia founded a grand-slam agency 25 years ago with his wife, Charlotte Garcia. A Best Practices agency for 17 years in a row, Rancho Mesa’s secret to success comes down to one thing … literally.
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