Whether you're buying or selling an insurance agency, delays during due diligence or negotiation can spark doubt, stall momentum, and ultimately kill the transaction. In this post, we break down the most common timing pitfalls in M&A deals from both the buy-side and sell-side perspectives—and share how expert advisory keeps deals moving toward a successful close.
Read MoreContingency planning is essential for any business, particularly for agencies with a single owner. A well-structured contingent buy/sell agreement serves as a safeguard, ensuring that business operations continue smoothly even after the sudden death or disability of an owner. The insights from INS Capital Group highlight the critical need for these agreements and the risks associated with their absence.
Read MoreIn the world of business partnerships, maintaining a shared vision and strategy is essential for long-term success. Yet, as businesses grow and evolve, differences in perspectives between partners can arise, particularly when it comes to future direction, risk tolerance, and financial priorities.
Read MoreThe Process of Selling an Agency has Changed
Read MoreAn Insider’s Perspective (Buyer’s Strategy)
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