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Due Diligence Process

If you’re considering an insurance agency acquisition as part of your business growth strategy, it’s important that you put time into understanding any agency (or book) that you’re considering purchasing. Going through a thorough due diligence process - examining detailed information from the seller regarding agency operations and finances - will ensure that you understand what you’d be purchasing and whether it would be a good fit for your existing agency.

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Due Diligence Checklist

If acquisition is part of your growth strategy, it is critically important that you put time into understanding the agency or book that you’re considering purchasing. Doing your due diligence homework will ensure that you know exactly what you’re getting and whether it’s a strategic fit for your business. This checklist should support your due diligence process.

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Steps to take if you’ve been denied an SBA loan

If you’ve applied for an SBA loan and were denied, don’t be disheartened. You have other options for insurance agency lending. Here are the next steps you should take to find the funds that can give you the financial flexibility to achieve your business goals.

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