agency evaluation

Articles tagged with agency evaluation


Agency Valuation Issues

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AGENCY VALUATION ISSUES by Roy Phillips More and more banks are entering the insurance industry by buying agencies, leading owners to ponder how to properly determine their agency&...

Directing Agency Sales Efforts

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DIRECTING AGENCY SALES EFFORTS by Carol Hammes Follow this four-step process and watch your sales and earnings grow. Sales management doesnt have to be complicated. I...

How To Buy, Sell, Merge Or Perpetuate An Agency

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HOW TO BUY, SELL, MERGE OR PERPETUATE AN AGENCY by Larry Morrison and Gary Jacobson A Comprehensive Look at the Best Ways to Handle the Biggest Events in the Life of Your Agency ...

How To Buy, Sell, Merge Or Perpetuate An Agency – Part V

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HOW TO BUY, SELL, MERGE OR PERPETUATE AN AGENCY - PART V A Comprehensive Look at the Best Ways to Handle the Biggest Events in the Life of Your Agency by Larry Morrison and Gary...

How To Buy, Sell, Merge Or Perpetuate An Agency: Introduction – Part Iii

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HOW TO BUY, SELL, MERGE OR PERPETUATE AN AGENCY: INTRODUCTION - PART III by Larry Morrison and Gary Jacobson A Comprehensive Look at the Best Ways to Handle the Biggest Eve...

How To Buy, Sell, Merge Or Perpetuate An Agency: Introduction – Part Iv

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HOW TO BUY, SELL, MERGE OR PERPETUATE AN AGENCY: INTRODUCTION - PART IV by Larry Morrison and Gary Jacobson A Comprehensive Look at the Best Ways to Handle One of the Most ...

How To Buy, Sell, Merge Or Perpetuate Part Vii

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HOW TO BUY, SELL, MERGE OR PERPETUATE PART VII A Comprehensive Look at the Best Ways to Handle One of the Most Significant Financial Events in the Life of Your Agency by Larry Morrison an...

Perpetuation Perplexities

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PERPETUATION PERPLEXITIES by Roy Phillips 'An important element often overlooked in agency evaluation is the potential to retain existing agency business.' As b...

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