Insurance Agency Insights
Helping small and medium-sized insurance agencies achieve their business goals, we offer a series of conversations focused on agency finance. Peter Friedman shares his experience as a specialty lender and invites guests to join him in discussions about the economy, finance, and the impact that capital can have on insurance agencies.
Insurance Agency Insights
Acquisition and Due Diligence Mini-Series, Part 1: Insurance Agency Acquisition Financing
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Peter Friedman
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Season 2
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Episode 1
This is the first of five episodes focused on helping agency owners understand what's involved in acquiring a new agency in order to build their existing business.
In this episode, Peter and Doug talk about how to approach, find, prepare for, and secure insurance agency acquisition financing.
We're aware that agency owners may want to grow through acquisition, but they may not think they can afford it, or don't believe that they're eligible for funding. We want to walk you through how agency owners can set themselves up to borrow money in order to acquire an agency and bring their business to the next level.