Insights

Each article answers one question that comes up after an insurance agency acquisition, with its sources listed.

• The first 90 days after an insurance agency acquisition: a data checklist

  What to collect at close, what to check in the first month, and when the agency reaches your reporting.

• Why carrier commission statements stop matching after an acquisition

  The five usual causes, and what to check for each.

• What exit buyers ask for: revenue by agency and by producer

  Deal volume is at an eight-year low and PE exits are coming. What diligence asks for, and the data behind it.