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Episode #38: What to Ask Before Buying an Agency
Manage episode 477566934 series 3590764
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Title: Thinking About Buying an Insurance Agency? Start Here
Description:
📌 Buying an insurance agency is a big decision—and not one to rush. In this episode of Build Your Legacy: Insurance Edition, we break down the essential questions to ask before making the leap.
✅ What to know about revenue and carrier relationships
✅ How to evaluate fit with your existing agency
✅ The importance of staffing, overhead, and lease contracts
✅ Why due diligence and NDAs matter
✅ Tips for maintaining book value after the sale
Whether you're exploring your first acquisition or preparing for a future buyout, this episode will help you start smart and avoid costly missteps.
🔗 Learn more at www.siaofnc.com
📧 Have a topic idea? Email us at [email protected]
🎧 Available on YouTube, Apple Podcasts, Spotify, Amazon Music & more.
#InsuranceAgency #BuyAnAgency #IndependentAgencies #InsuranceAcquisition #BusinessGrowth #InsurancePodcast #CarrierRelationships #DueDiligence #AgencyOwnership #BuildYourLegacy #insurance
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