Loan for Insurance Agencies: Year End Strategies
Insurance agencies have a unique window of opportunity to leverage lending strategies that not only ease tax burdens but also fuel growth for the coming year.
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
