Thought Leadership

Shepherd Insurance Discusses Decision to Partner with BroadStreet

Rick Miley | July 10, 2019

Recently one of our Core partners sat down with MarshBerry CEO, John Wepler for a Q&A session to discuss perpetuation.

The executive team at Shepherd Insurance, headquartered in Carmel, Indiana describes their rationale for choosing BroadStreet℠ as a partner. They also discussed how their agency has grown and evolved after becoming a BroadStreet℠ partner.

The article from MarshBerry’s July 2019 issue of CounterPoint can be accessed by clicking this link and opening a pdf.

To learn more about becoming a BoadStreet℠ partner, please contact me to begin a conversation.

Recent Posts

07 19

Shepherd Insurance Discusses Decision to Partner with BroadStreet

Rick Miley | July 10, 2019

Recently one of our Core partners sat down with MarshBerry CEO, John Wepler for a Q&A session to discuss perpetuation. The executive team at Shepherd Insurance, headquartered in Carmel, Indiana describes their rationale for choosing BroadStreet℠ as a partner. They…

06 19

It’s not an “Either / Or” Decision: Our Co-Owners Participate in the Upside of Agency Growth

Rick Miley | June 10, 2019

BroadStreet's℠ unique co-ownership model continues to attract entrepreneurial and growth-minded agency owners who are looking for a partner to accelerate their growth. In the current environment, agency owners are regularly considering offers to sell their business and consolidate with another…

04 19

BroadStreet Partners’ CEO Rick Miley Will Be a Panelist at Reagan’s Ownership Summit

Jeff Racz | April 26, 2019

BroadStreet Partners’ CEO Rick Miley has been invited to participate as a panelist at Reagan Consulting’s upcoming Agency Ownership Summit in Atlanta on May 6. Rick will discuss BroadStreet’s unique co-ownership model, which serves to create a firm foundation for…

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