Acquisition and Due Diligence Mini-Series, Part 2: 4 Keys to a Successful Due Diligence Process Insurance Agency Insights

This is the second of five episodes focused on helping agency owners understand what's involved in acquiring a new agency in order to build their existing business. In this episode, Peter and Doug discuss due diligence - a critical step in considering any acquisition. In due diligence, a prospective agency buyer enters into a formal process with the owner of an agency he/she is considering purchasing. The process allows for an investigation of the agency's financials, operations, a...