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THE BALANCE SHEET DOES MATTER! by Chris...
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THE BALANCE SHEET DOES MATTER! by Chris Burand Chris Burand explains why a balance sheet definitely matters in an agency sale. The degree to which it matters depends on the quality of t...
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Sustainable earnings are the 'bottom line' of agency value. It's important for agency owners to...
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The best way to master the tools reviewed here is to practice using them on the next spreadsheet you create. Sometimes it pays to take a step back and ask, "How can this basic spreadsheet be enhanced?" When these tools (along with a myriad of others that Excel has to offer) are applied properly, it's amazing what a spreadsheet can do.
Once these tools are mastered, it will be difficult to go back to that old pocketknife. When preparing your next spreadsheet, keep in mind the Excel tools discussed here, and use them often. Just as your trusty pocketknife comes in handy in many different situations, so will these tips for Excel spreadsheets.
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Whether you refer to them as trade secrets, books of business, or expirations, the major asset of an insurance age...