Published on Dec 12, 2013 Have you considered tax implications of buying and selling your agency? This is a perfect time of year to address this issue! Join Jon Persky of Optimum Performance Solutions as he discusses the ins and outs of a business transaction. Learn...
Published on Aug 15, 2013 Oak Street Funding Webinar with guest speaker Sam Patterson from Springtree Group speaking on acquisitions, insurance agency lending, and how to locate the right deal.
As the insurance market is showing signs of hardening and the economy is finally inching towards recovery, 2012 may be a strong year for agency mergers and acquisitions. But will agency buyers be happy with their purchases? An estimated 70 to 90 percent of all mergers...
How intermediaries can help you get the right deal By Sam Patterson Today’s insurance mergers and acquisitions (M&A) market is a very competitive environment with private equity groups, aggregators and national agency buyers dropping into the smaller market...
