by Alex Griffin | Mar 23, 2026 | Blog
What is the Difference Between Loan Brokers and Direct Lenders? When you start searching for insurance agency financing or a new loan for your financial advisory practice, a loan broker is often the first person you encounter. Brokers pitch themselves as...
by Alex Griffin | Mar 10, 2026 | Blog
What Buyers Look For in an Insurance Agency Acquisition When buyers evaluate an insurance agency acquisition, they look past the revenue number. The real questions are about revenue quality and stability. Will clients stay after ownership changes? Can the agency...
by Brett Suddreth | Mar 6, 2026 | Blog
Why Your EIDL Loan Could Prevent You From Getting Another Business Loan Many business owners took SBA EIDL loans during COVID without realizing the long-term consequences. These loans can block future financing, and what you can do about it. The EIDL Program Created...
by Brett Suddreth | Feb 6, 2026 | Blog
The Best Loans for Independent Insurance Agencies in 2026 If you’re an independent insurance agency owner looking to acquire a book of business, fund a succession plan, or strengthen working capital, the financing structure you choose will directly affect...
by Brett Suddreth | Jan 23, 2026 | Blog
Top 5 Myths About Selling Your Insurance Agency Selling your insurance agency can feel like a big step. You’ve built strong client relationships, helped people protect what matters, and grown a business that’s personal to you. But now you may be wondering...
by Brett Suddreth | Jan 9, 2026 | Blog
What Is a Working Capital Loan? A working capital loan is a type of short-term funding that helps business owners pay for everyday operations. These loans are not used to buy long-term assets like real estate. Instead, they help your business stay strong during...
