Insurance Refocused

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

Lindsay & Carey Wallace Episode 46

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. 

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.

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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.

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