10 episodes

Helping small and medium-sized insurance agencies achieve their business goals, we offer a series of conversations focused on agency finance. Peter Friedman shares his experience as a specialty lender and invites guests to join him in discussions about the economy, finance, and the impact that capital can have on insurance agencies.

Insurance Agency Insights Peter Friedman

    • Business

Helping small and medium-sized insurance agencies achieve their business goals, we offer a series of conversations focused on agency finance. Peter Friedman shares his experience as a specialty lender and invites guests to join him in discussions about the economy, finance, and the impact that capital can have on insurance agencies.

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

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

    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, and legal details so that the prospective buyer can understand the agency business, assess it against competitors, and look for any signs that might suggest problems at the agency. 

    Peter discusses the 4 keys he has found helpful in ensuring success in due diligence. 

    • 16 min
    Acquisition and Due Diligence Mini-Series, Part 1: Insurance Agency Acquisition Financing

    Acquisition and Due Diligence Mini-Series, Part 1: Insurance Agency Acquisition Financing

    This is the first 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 talk about how to approach, find, prepare for, and secure insurance agency acquisition financing.

    We're aware that agency owners may want to grow through acquisition, but they may not think they can afford it, or don't believe that they're eligible for funding. We want to walk you through how agency owners can set themselves up to borrow money in order to acquire an agency and bring their business to the next level. 

    • 16 min
    Don't Forget Technology as Part of Your Agency Acquisition Due Diligence

    Don't Forget Technology as Part of Your Agency Acquisition Due Diligence

    • 30 min
    How Agency Financing Has Helped Agency Owners, Tales from the AgileCap Archives

    How Agency Financing Has Helped Agency Owners, Tales from the AgileCap Archives

    Peter and Kyle Castle, AgleCap Lending Advisor, talk about the ways that agency owners have been able to buy, invest, grow, and sustain their agencies through borrowing. This isn't a shameless plug for AgileCap, it's a series of tales from Kyle's lending experiences, that show how agency owners have been able to seize opportunities for growing their agencies, even when they had a hard time finding financing for one reason or another. It's worth listening to if you're an agency owner who's considering growing your agency in any way in the coming year. You'll pick up valuable tips and insights.

    • 28 min
    The Lending Landscape, part 2, with guest, Mike Wagar, SVP at Westfield Bank

    The Lending Landscape, part 2, with guest, Mike Wagar, SVP at Westfield Bank

    Peter and Mike discuss what it means to be a traditional lender, like a federally chartered bank. They talk about the importance of finding the right borrower-lender fit over the course of your agency's lifespan. Mike polishes up his crystal ball and he and Peter talk about the future of lending over the coming 12-24 months, and why it sometimes makes sense to inter-refer clients to other lenders, in the client's best interest.

    • 26 min
    The Lending Landscape, part 1, with guest, Kelly Drouillard, SVP at Live Oak Bank

    The Lending Landscape, part 1, with guest, Kelly Drouillard, SVP at Live Oak Bank

    Peter and Kelly discuss SBA lending, the importance of finding the right borrower-lender fit, and the future of M&A and lending as the insurance industry enters an initial recovery phase from the COVID pandemic.

    • 32 min

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