Internal Perpetuation Versus Sale of the Agency

By Catherine Oak and William Schoeffler Jr. Death and taxes are as inevitable as life itself. Yet most fail to plan for the inevitable. An ounce of early preparation is worth a pound of last-minute maneuvering. Thinking through the eventual exit ahead of time allows you to build the systems and people equation that takes time. Investors lookContinue reading “Internal Perpetuation Versus Sale of the Agency”

Merger & Acquisition Trends Continue

By Catherine Oak There is no end in sight. How can our insurance industry keep the incredible pace of high valued acquisitions happening? It feels like the tide needs to change, but yet the M&A national and regional brokerage firms and private equity money keeps flowing. Telemarketers are not giving up their daily badgering byContinue reading “Merger & Acquisition Trends Continue”