Be M&A Ready: Start With A Plan

Is your agency ready to acquire another book of business or agency? In this episode, we walk through what it takes to prepare financially and strategically for an acquisition.

  • Learn why agency buyers need a plan before they shop
  • Discover the importance of building banking and seller relationships
  • Hear real-world insights on creative deal structuring
  • Understand how small agencies can compete with larger brokers

Whether you’re just starting to explore buying or you’re ready to move forward, this episode delivers practical advice you can use immediately.

Listen On Your Favorite Platforms:

This episode is available on YouTube, Apple Podcasts, Amazon Music, Spotify, and more.

Learn More:

Visit SIA of NC to explore opportunities for independent agencies.

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SIA of NC is a Master Agency of SIAA logo. Learn more about the SIAA Model: SIAA Model | Insurance Agency Network & Alliance | SIAA

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