Insurance Agency Insights Podcast

Insurance Agency Insights Podcast

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

What could happen in the insurance agency world over the next several weeks, months, years?

AgileCap Insights

Seller financing shows up in many insurance agency acquisitions. Used well, it bridges valuation gaps, preserves buyer cash, and gets deals done that would…

Every insurance agency acquisition starts with deciding if you are buying a book of business or buying the agency itself. The two paths lead to different…

Traditional lenders require fixed assets to back their loans. But specialty lenders like AgileCap consider your insurance agency’s book of business to…