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Sep, 2009 – Navigating the Winds of Change
The below article was published in the September, 2009 Rough Notes Magazine NAVIGATING THE WINDS OF CHANGE By Christel L. Sarchet, CPA & Robin C. Frost, ACA Have you been giving some thought as of late to changing the direction of your agency? Is the driver of this line of thought expansion, perpetuation, reducing management…
Jun, 2010 – Case for Selling in 2010
june2010caseforselling
Jan, 2010 – Exploring the sale of your Insurance Wholesale Brokerage
THE BELOW ARTICLE WAS PRINTED IN THE JANUARY, 2010 ROUGH NOTES MAGAZINE AGENCY FINANCIAL MANAGEMENT EXPLORING THE SALE OF YOUR WHOLESALER The acquisitions market is not robust, but it’s improving By Allen M. Go, CFA If you are an MGA, MGU, or program administrator owner, the thought might have run across your mind as to…
Jul, 2008 – Know Your Buyer-Value of Reverse Due Diligence
THE BELOW ARTICLE WAS PUBLISHED IN THE JULY, 2008 ROUGH NOTES MAGAZINE AGENCY FINANCIAL MANAGEMENT SELLER BEWARE – HAVE YOU DONE YOUR DUE DILIGENCE? Underestimating the value of the due diligence process By Lorna L. Gunnersen, CPA, CVA, CPCU, CIC Mergers and acquisitions within the insurance industry over the last few years have been at…
May 9 , 2006 – Post Spitzer, Merger Activity Picking Up, says Mystic Capital
Post Spitzer, Merger Activity Picking Up, Says Mystic Capital By Andrew G. Simpson May 9, 2006 Last year wasn’t the busiest year for mergers and acquisitions in the insurance agency and brokerage field, but as concerns over various probes of the insurance industry fade, activity is picking up. Kevin Donoghue of Mystic Capital Advisors Group,…