Insurance Agencies

5 Insurance Agency Loan Mistakes That Cost Owners the Most

How to Buy an Insurance Agency: Deal Steps, Licensing and Financing

Buying and Valuing an Insurance Book of Business

Insurance Agency Valuation: What Drives Price and What Lenders Will Finance

SBA Loans for Insurance Agency Acquisitions

Insurance Agency Due Diligence Checklist for Buyers

Insurance Agency Commission Revenue: Retention, Renewals and How Lenders Read It

Preparing an Insurance Agency Loan Package: Commission Statements and What Lenders Review

Captive vs. Independent Agencies: Who Owns the Book, and What Can Be Sold and Financed

Producer and Owner Dependence When Buying an Insurance Agency

Carrier Appointments, Licensing and E&O When Buying an Insurance Agency

Earnouts and Seller Financing in an Insurance Agency Acquisition

Carrier and Client Concentration: How Agency Risk Affects Value and Financing

Personal Lines vs. Commercial Lines: How Agency Revenue Mix Affects Value

How to Sell an Insurance Agency

Insurance Agency Succession Planning: Perpetuation to Producers, Managers or Family

How to Finance an Insurance Agency Partner Buyout

Add-On Acquisitions for Established Insurance Agencies

Multi-Location Insurance Agency Financing: Options Beyond SBA

Insurance Agency Debt Restructuring When Cash Is Tight

Should an Insurance Agency Own Its Office? Buy vs. Lease

How Federal Reserve Interest Rate Decisions Impact Insurance Agency Financing

5 Cash Flow Decisions Insurance Agency Owners Are Making in 2026

2026 Trends Driving Insurance Business Growth

Don’t Be Fooled: The Lowest Rate Isn’t Always the Best Insurance Agency Loan

How Insurance Agencies Are Using AI to Grow Their Book & Retain More Clients

Don’t Waste Valuable Time: The Right Insurance Lender Can Make or Break Your Deal

7 Smarter Ways to Boost Cash Flow at your Insurance Agency

Refinance your High Variable Rate Debt Now!

Give Your Business The Home It Deserves