Thought Leadership

What If You Had a Crystal Ball?

Erin West   |   Article date: June 4, 2021
Article excerpt

What if someone offered you a crystal ball? Would you take a peek at the valuation you could get for your agency?  Would you look six, or twelve months out given pending tax rate changes? Maybe; but wouldn’t there be…

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Execute Your Own Acquisition Growth Strategy

Erin West   |   Article date: March 12, 2021
Article excerpt You’re entrepreneurial.  You have relationships in your local market.    You know other agents who have complementary markets and books of business.  You see the need for succession all around you. You know that you would make a good partner. What’s…
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BroadStreet Partners℠ Refinances Its Bank Facility and Receives Moody’s and S&P Ratings

Erin West   |   Article date: November 22, 2016
Article excerpt We frequently describe how BroadStreet℠ offers a unique co-ownership approach that helps our independent insurance agency partners achieve their strategic growth plans.   Over the last 5 years our partners’ compound annualized revenue growth rate has been 32%, which is the…
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