Perpetuation
Brokerage Ops
Don’t Leave Your Kids a Dinosaur
Make sure a fully digitized agency is part of your succession plan.
September 10, 2020
Industry
M&A Utopia
Last year remained record-setting in brokerage M&A, and most signs point to more...
April 1, 2020
Brokerage Ops
I'm Right, You're Wrong
When we stop listening to others’ opinions and accepting new ideas, we miss ou...
November 26, 2019
Brokerage Ops
Succession Planning Isn't Enough
What do you really want in life? If you haven’t considered this question as yo...
October 29, 2019
Brokerage Ops
The Case for Independence
Interviews with three independent agency leaders
March 29, 2019
Brokerage Ops
The Sandwich Generation’s M&A Pickle
Looking to perpetuate internally? Consider the unique challenges of today’s ag...
March 27, 2019
Brokerage Ops
Go Big or Get Out?
Just because everyone around you is getting bigger doesn’t mean you should sto...
November 29, 2018
Brokerage Ops
Are You a Blockbuster or a Netflix?
Read my letter to the brokerage owner of the future and see how being proactive,...
September 27, 2018
Brokerage Ops
Affairs of Estate
Tax reform may make you rethink your perpetuation plan.
April 30, 2018