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.
Episode 12
Agency Best Practices: Culling Your Book
Episode 10
Acquisition and Due Diligence Mini-Series, Part 2: 4 Keys to a Successful Due Diligence Process
Episode 9
Acquisition and Due Diligence Mini-Series, Part 1: Insurance Agency Acquisition Financing
Episode 8
Don't Forget Technology as Part of Your Agency Acquisition Due Diligence
Episode 7
How Agency Financing Has Helped Agency Owners, Tales from the AgileCap Archives
Episode 6
The Lending Landscape, part 2, with guest, Mike Wagar, SVP at Westfield Bank
Episode 5
The Lending Landscape, part 1, with guest, Kelly Drouillard, SVP at Live Oak Bank
Episode 4
M & A Insights with guest, Sam Patterson
Episode 3
M & A: The What, Where, When, and How of Acquisitions.
Episode 2
How to work with a lender in times of trouble
Episode 1
