Buying an insurance agency is a big decision—and not one to rush. In this episode of Build Your Legacy: Insurance Edition, we break down the essential questions to ask before making the leap.
- What to know about revenue and carrier relationships
- How to evaluate fit with your existing agency
- The importance of staffing, overhead, and lease contracts
- Why due diligence and NDAs matter
- Tips for maintaining book value after the sale Whether you’re exploring your first acquisition or preparing for a future buyout, this episode will help you start smart and avoid costly missteps.
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