Description

In this episode of the Insurance Perspectives Podcast, Rob Bowen, and Jason Hansen delve into the complexities of agency acquisitions. They share their personal experiences, insights on the importance of relationships, and the critical factors to consider when acquiring an agency. The conversation emphasizes the need for transparency, due diligence, and understanding cash flows, while also highlighting the significance of team dynamics and agency culture in ensuring a successful transition.

Takeaways

• Transparency from sellers is a key factor in successful acquisitions.
• Relationships with carriers can significantly impact acquisition success.
• It's important to assess the culture of the agency being acquired.
• Due diligence is essential before finalizing an acquisition.
• Building trust with staff and clients is vital for retention post-acquisition.
• Acquisitions can magnify existing weaknesses in an agency's processes.

To get in touch with today's guests, reach out below: 

• Rob Bowen (click here) 
• Jason Hansen (click here) 

More information about Patriotic Insurance Group:
https://patrioticinsurancegroup.com/ https://www.facebook.com/patrioticinsurancegroup https://www.instagram.com/patrioticinsurancegroup/

More information about FIG Insurance:
https://www.fignow.com/
https://www.facebook.com/Fignow/

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Intro/Outro music by Denys Kyshchuk from Pixabay