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.
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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.
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.
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.
Do your due diligence, but never ignore a gut feeling, especially with independent insurance agency mergers & acquisitions.
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.
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.