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Below is a listing of the documents that are available. Simply click on the document title to select that documents. The index is updated on a regular basis.
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Agency sales and acquisitions
Agency acquisitions—things you should consider
Outlines questions you should ask yourself if you are looking to acquire another agency. 2 pages
Buy-sell agreements make everyone a winner
Offers common items that should definitely be included in the development of a buy/sell agreement. 3 pages
Can you afford to acquire an agency?
Addresses questions a potential agency buyer would want to answer to be sure they are financially able to make the purchase. 2 pages
Merger counseling—there’s more to it than a simple ‘I do’
Addresses cultural shock issues that may affect employees and the agency in general when two agencies make the decision to merge. 4 pages
Tips for opening your own agency—where to begin
Offers insight into items you should consider when opening an insurance agency and helpful resources to get you on the right path. 3 pages
Three effective strategies to fuel growth during these turbulent market conditions
This resource kit offers strategies for agencies to increase growth during difficult market conditions. 3 pages
Common mistakes agency sellers should avoid even in a sellers’ market
Discusses the most common mistakes when selling an agency and what buyers are seeking to provide the greatest interest and highest prices in a seller’s market. 3 pages
Agency ownership is a realistic dream with an array of financing options
This resource kit offers tips to help you in your decision to become an agency owner. 2 pages