In the world of insurance agency M&A, the term "pro forma" holds significant weight. But what is a pro forma, and how is it used?

How to de-risk when selling your insurance agency In this post we will discuss how to de-risk your insurance agency sale and protect...

Every insurance agency owner has a different strategy and timeline in mind when it comes to their insurance agency exit. Whether you plan...

Why buyers want your insurance agency You’re an insurance agency owner looking to sell your business. On the other end of the...