The Missing Ingredient in Local Agency Acquisition Offers – Equity

The greatest competitive advantage for local, privately held retail agencies (local agencies) is becoming their greatest competitive disadvantage in the rapid consolidating IA system. As we have discussed in previous articles, mergers and acquisitions (M&A) are at record levels without any sign of significantly slowing (average of 551 M&A transactions annually in the past 10 […]

Is it Time for Your Annual Agency Tax Check Up?

As we near the dreaded Tax Day, we urge all independent agency owners to take some time to review your corporate structure with your tax expert. A review will determine if you are best positioned to reduce your yearly tax burden, and to better understand the tax liability you will face when you eventually sell […]