What to consider when buying, selling, or merging an insurance agency

Most independent insurance agencies have noticed the uptick in agency mergers and acquisitions in the last several years, with over 1,000 independent agency acquisitions announced in 2021 and 40% of...

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Should You Stay with a Technology Platform That's Been Acquired? Ask These 6 Questions

We’ve all been there before: you get a notice from a software platform that you love, saying it’s under new ownership. You might not think much of it at the time, but soon you start to see the...

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