by Alex Griffin | Jun 1, 2026 | Blog
How to Value an Independent Insurance Agency For an independent insurance agent planning to sell, grow, or transition ownership, understanding agency value is the starting point for almost every major decision. Valuation shapes acquisition negotiations, succession...
by Alex Griffin | May 28, 2026 | Blog
Financial Advisor Succession Planning: How Business Loans Support the Transition You spent years building your financial advisory practice, and now you are planning the handoff. Whether you are a senior advisor preparing for retirement or a successor stepping in to...
by Alex Griffin | May 26, 2026 | Blog
6 Ways to Boost the Value of Your Insurance Agency Before Selling The price a buyer offers for your agency reflects how well you prepared before listing. Many independent agency owners focus on timing when planning a sale. The steps taken 12 to 24 months before...
by Alex Griffin | May 21, 2026 | Blog
Refinancing for Independent Agencies: When and Why to Do It Let’s say you took out an insurance agency loan to grow your business. Your book of business has grown, your financials have improved, and your current loan terms no longer reflect where you stand....
by Alex Griffin | May 6, 2026 | Blog
Why Bankability Should Drive Every Agency or Advisory Acquisition Most acquisition deals fall apart for one reason: nobody asked a lender what would get funded before negotiating price. Buyers stretch to win the deal. Sellers anchor to a number from a valuation memo....
by Alex Griffin | Apr 22, 2026 | Blog
How to Finance Office Expansion as a Financial Advisor Office expansion represents a significant milestone for growing financial advisory firms. Whether you’re upgrading your current space, relocating to a better location, or opening an additional branch, the...
