Loan Performance Analysis

Tools and Loan Calculators
Loan Performance Analysis spreadsheet

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Why Now Might Be the Right Time to Purchase an Insurance Agency

In today's economic climate, uncertainty around interest rates is a common concern for many business owners. However, this uncertainty can also present unique opportunities, especially for an insurance agency acquisition. The moderate interest rate environment we are currently in and expect to be for the foreseeable future has caused agency pricing to come down. This unique situation of steady industry growth, moderate interest rates, and reasonable agency pricing will create opportunities for the next 12 months.

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Cracking the Code: How Lenders Look at You and Your Agency

You have built a business that has significant value — recognized by lenders who understand the industry.

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Interest Rate Outlook

As we look ahead to the next 12 months, understanding the trajectory of interest rates is crucial for insurance agencies intending to leverage debt to achieve growth goals.

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