OSF Webinar: Tax Implications – Jon Persky

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...

5 Keys to Buyer Due Diligence

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...

Making it Through the M&A Jungle

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...