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#45 - Beginners Guide to Acquisitions w/ Rob Bowen
Manage episode 387779696 series 3442488
Sisällön tarjoaa Lindsay & Carey Wallace and Carey Wallace. Lindsay & Carey Wallace and Carey Wallace tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.
In this episode, Carey and Lindsay sit down with Rob Bowen from Patriotic Insurance Group to talk about the recent process he wen through of acquiring an insurance agency. They discuss the importance of getting your own agency in order before considering acquisitions, the red flags to look out for when evaluating potential agencies to buy, and the challenges of integrating paper-based agencies into a technology-driven environment.
This episode is brought to you by Cake, connecting independent insurance agents looking to sell a book of business or a slice – a chosen group of accounts – with other agents looking to grow their business.
Learn more and create a free account at https://www.haveyourcake.com/
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Agency Focus is the premier resource for agents to understand their agency's value, plan for a transition of ownership, and prepare for acquisitions.
Learn more at https://agency-focus.com/
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