Insurance Refocused

#46 - Bankers' Mindset in Acquisitions w/ Morgan Harriss

December 12, 2023 Lindsay & Carey Wallace Episode 46
#46 - Bankers' Mindset in Acquisitions w/ Morgan Harriss
Insurance Refocused
More Info
Insurance Refocused
#46 - Bankers' Mindset in Acquisitions w/ Morgan Harriss
Dec 12, 2023 Episode 46
Lindsay & Carey Wallace

In this episode Carey and Lindsay sit down with Morgan Harriss from Live Oak Bank to talk about financing acquisitions, buyer considerations and the market shift impact on M&A. 


/////////////

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/

Show Notes

In this episode Carey and Lindsay sit down with Morgan Harriss from Live Oak Bank to talk about financing acquisitions, buyer considerations and the market shift impact on M&A. 


/////////////

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/