Thought Leadership

Turning Your ESOP into an Advantage Again

As I meet with agency owners some seem hesitant to mention that their agency has an Employee Stock Ownership Program (ESOP) in place. When we talk in more detail, the agency owners admit that what started out as a good…

09 16

BroadStreet℠ Focuses on Building Agencies for the Long-Term

When insurance agencies seek succession for their businesses today, one of the likeliest prospects they face is being acquired by a firm backed by private equity that has a specific date in mind to “flip” the agency for a quick profit…
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