Insurance Refocused
#39 - Funding the Sale w/ Mike Wagar
In this episode, Carey and Lindsay sit down with Mike Wagar from Westfield Bank to talk about what goes into buying an agency from a banker's perspective, how agencies are positioning themselves for success, and what a couple of the different options are.
This episode is brought to you by Cake, connecting independent insurance agents looking to sell a book of business or a slice – a chosen group of accounts – with other agents looking to grow their business.
Learn more and create a free account at https://www.haveyourcake.com/
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Agency Focus is the premier resource for agents to understand their agency's value, plan for a transition of ownership, and prepare for acquisitions.
Learn more at https://agency-focus.com/
In this episode, Carey and Lindsay sit down with Mike Wagar from Westfield Bank to talk about what goes into buying an agency from a banker's perspective, how agencies are positioning themselves for success, and what a couple of the different options are.
This episode is brought to you by Cake, connecting independent insurance agents looking to sell a book of business or a slice – a chosen group of accounts – with other agents looking to grow their business.
Learn more and create a free account at https://www.haveyourcake.com/
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Agency Focus is the premier resource for agents to understand their agency's value, plan for a transition of ownership, and prepare for acquisitions.
Learn more at https://agency-focus.com/