List your insurance agency or search agencies for sale at NO COST as a complementary service from Oak Street Funding's Agency Exchange. We provide the marketplace where people look to buy an agency or sell an agency.
We have provided insurance agency loans in 46 states and have a large national network with agents and brokers of all sizes.
If you're a buyer, finding the right agency and then integrating it into an existing company can be challenging. And if you're selling, attracting the right buyer is critical. Take advantage of these and other resources that can help you buy or sell an agency.
Tax implications of buying and selling an agency >
How to prepare your agency for sales >
Deal origination: the art of locating the right deal >
5 Keys to buyer due diligence >
Making it through the M&A jungle >
If you choose to take on debt to implement growth initiatives, how will you achieve the right balance between that debt and available liquidity? Oak Street Funding answers this frequently asked question.
For businesses that consider or choose to take on debt to implement growth initiatives, achieving the right balance between that debt and available liquidity (available cash or the capability of quickly converting assets to cash) is important. Maximizing a company’s return on equity requires a certain amount of debt. Oak Street appreciates the need for clients’ capital management strategies to align with their long term growth plans while minimizing potential cash flow vulnerabilities and works cooperatively with its clients to achieve these goals. In a survey, we discovered our clients were able to
realize an average of 36 percent growth by the investment of borrowed monies into their agencies.1
You don’t always need an extensive or complicated plan in order to executive marketing activities for your agency. Marketing tactics need to do two major things: help attract new customers and help you maintain existing ones. Here are five simple things you can do to market your agency that don’t require a lot of time, money or expertise.
The phone rings, and it’s someone asking for an auto insurance quote. Odds are they’re unhappy with their rate, so they’re calling you and four other agents to find a better price. You’ll take a few minutes to work up a number, but what’s the point? If the next agent is a dollar cheaper, you’ve wasted your time. If that’s your attitude, you may be throwing business away each month. Read more...
Get a loan to acquire an agency, grow your insurance business, invest in technology, pay off business debt, hire top producers or employees – without risking your customers or control of your business.
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