• I Bought an Agency and Brought on the Banker to Share Tips and Tricks on Buying One!

  • Dec 11 2024
  • Length: 35 mins
  • Podcast

I Bought an Agency and Brought on the Banker to Share Tips and Tricks on Buying One!

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  • Summary

  • In this episode of the Insurance Producers Podcast, host Cyrus Jaffery is joined by Krista Paulus to explore the dynamic world of acquisition lending and the evolving influence of technology on the insurance industry. They dive into key topics, including loan proposal insights—covering estimated amounts, terms, rates, and fees—and discuss how independent agents are successfully holding off big entities in the Midwest insurance market.

    Krista shares her perspective on multiplier tax brackets in business valuation, the importance of maintaining key partnerships, and the importance of staying financially aware to keep a pulse on your business. They also tackle common fears and misconceptions about insurance loans and highlight the growing opportunities in the acquisition market for insurance professionals.

    Whether you're considering buying an agency, looking to strengthen your financial strategy, or staying competitive in the industry, this episode is packed with valuable tips and expert insights. Don't miss it!
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