M&A State of the Industry – 2021

The merger and acquisition arena has never been this busy!  All deals currently on the table and many more sellers now appearing or being thrown into this process want and need to close their transactions by year-end. Private equity (“PE”) investors are pouring more and more money into the regional and national brokers.  Agency ownersContinue reading “M&A State of the Industry – 2021”

Extreme Systemization and Stratification of Agency Operations

By Catherine Oak | January 11, 2021 A few years ago, Catherine had a total knee replacement by an excellent orthopedic surgeon in Fremont, Calif. Dr. John Dearborn was recommended by two of our insurance clients that have had incredible success. This surgeon implemented “systematic processing” of his business, which we also call staff stratification, and it isContinue reading “Extreme Systemization and Stratification of Agency Operations”