Exclusivefocus Summer 2012.pdf - National Association of ...

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SUCCESSFUL INSURANCEAGENCY ACQUISITIONSWhy do so many acquisitions fail to liveup to their expected promises?There are alarming statistics that reveal the failure of acquisitions to achievethe desired increase in value, economies of scale, spike in revenue andgreater profitability, among other expectations.If you are selling an agency, what do you need to know to accept the rightoffer and how should you prepare for the sale? If you are buying an agency,how do you find one that will align with your needs, business goals, companyculture, management philosophy, and more?To help you ensure a successful acquisition outcome –whether you arepurchasing or selling, read Oak Street Funding’s complimentary white paperon why acquisitions fail.Get the whole story. Download our whitepaper on successful agency acquisitions.www.oakstreetfunding.com/Acquire* The materials in this paper are for informational purposes only. They are not offered as and do not constitutean offer for a loan, professional or legal advice or legal opinion and should not be used as a substitute forobtaining professional or legal advice. The use of this eBook, including sending an email, voice mail or any othercommunication to Oak Street, does not create a relationship of any kind between you and Oak Street.
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