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Planning Success

Sep 12, 2018 | Insurance Agency, Insurance Agency - Sell/Succession, Insurance Agency - Working Capital, MGA/Broker, MGA/Broker - Sell/Succession, MGA/Broker - Working Capital

You’ve heard it a thousand times….if you fail to plan, you plan to fail. While cliché, it’s proven and still many businesses and even more individuals fail to plan. Planning is not only about defining a destination but planning in business equals results. Results...
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3 Ways to Stand Out: Is Your Insurance Business Attractive to Potential Buyers or Partners?

Jul 26, 2018 | MGA/Broker, Uncategorized

In this age of consolidation and acquisition, many insurance businesses are keeping their options open for a future partnership or sale. If you are a business owner interested in these options, do you know whether your business operations are truly sophisticated...
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Driving growth: Outshine your competitors in 2018

Jan 29, 2018 | MGA/Broker, MGA/Broker - Working Capital

If you want true growth and a high performing business, you can’t afford to exhale and rely on a boost in rates to meet your goals. If you are awaiting revenue growth before focusing on talent growth, you may find yourself in a case of “chicken or the egg.” Deciding...
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Succession Leadership Roadmap

Dec 12, 2017 | Insurance Agency, Insurance Agency - Sell/Succession, MGA/Broker, MGA/Broker - Sell/Succession

He’s a great employee with a good head for business. You’ve hired well over the years, but he really stands out. As you watch him deal with your clients and analyze his numbers, you’re confident that, when the time is right, he’ll be ready to take your business’s...
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GenX in the C-Suite: How this once-overlooked generation is making a move for the top

Dec 12, 2017 | Insurance Agency, Insurance Agency - Sell/Succession, MGA/Broker, MGA/Broker - Sell/Succession

One leadership group that is poised to jump to the forefront as the Baby Boomer generation retires is Generation X. Born between 1965 and 1980, this once-ignored and underappreciated generation has slowly emerged to take over the C-suite. With multi-generational teams...
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7 Ways to Actually Grow

Jun 15, 2017 | Insurance Agency, Insurance Agency - Working Capital, MGA/Broker, MGA/Broker - Working Capital

by Tommy McDonald, Vice President – MarshBerry WRITE 20% NEW BUSINESS. In our experience, understanding the metrics needed to produce predictable profitable organic growth is #1. Less than 10%* of the industry can produce new revenue in excess of 20% of prior year...
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