Cash Flow & Working Capital
1/12/2026
How Much Working Capital Does an Agency Really Need?
From covering payroll to bridging the gap between invoices and payments, working cap...
Underwriting & Loan Process
12/22/2025
The Loan Process
Understanding the loan process helps you plan with confidence. This guide provides a...
Acquisition & Deal Structure
11/10/2025
Key Components of a Purchase Agreement
When acquiring an insurance agency, the details of the purchase agreement matter. Th...
Cash Flow & Working Capital
10/15/2025
Small Business Loan or Credit Card?
Compare two common sources of working capital for agency owners and choose the best ...
Interest Rates
9/8/2025
What Determines Your Interest Rate?
Knowing the factors that impact interest rates can help you qualify for better rate...
Interest Rates
8/5/2025
Navigating Economic Shifts and Potential Rate Cuts
Understand why timing matters—and why interest rates alone shouldn’t be the only fa...
Cash Flow & Working Capital
7/1/2025
The Power of Networking: Building Strategic Partnerships for Insurance Agency Owners
Discover how strategic networking and partnerships can help you grow faster in today...
Cash Flow & Working Capital
6/16/2025
A Practical Guide to Assessing Agency Financial Health
Your financial health is key to building a stronger, more profitable agency. Explore...
Acqusition & Deal Structure
6/2/2025
Perpetuation
Explore the five keys to a successful perpetuation. ...
Acquisition & Deal Structure
5/19/2025
Questions to Ask Your Seller
Having the right guidance and a good understanding of the agency that you want to bu...
Underwriting & Loan Process
5/19/2025
Get to Know Your Agency Finance Partner
Whether you’re looking for working capital, acquisition financing, or refinancing, o...
Cash Flow & Working Capital
4/21/2025
Could You Increase Cash Flow by Refinancing Your SBA Loan?
If your SBA loan rate has risen into double digits, refinancing could help your insu...
Underwriting & Loan Process
4/16/2025
What Impacts Your Credit Score?
This article breaks down common behaviors that can impact your credit score and expl...
Cash Flow & Working Capital
3/10/2025
How Working Capital Can Support Your Success
The right structure can help reduce interest costs, stabilize monthly expenses, and ...
Underwriting & Loan Process
3/6/2025
Get Your House in Order
Review your personal credit report prior to applying for a loan and get key tips for...
Acquisition & Deal Structure
2/10/2025
What to Consider Before an Acquisition
Compare your business goals with key factors and some of the top reasons agent owner...
Interest Rates
2/3/2025
The Cost of Waiting
Evaluate refinancing and acquisition opportunities so you can make confident, data-d...
Underwriting & Loan Process
1/20/2025
The 5 Cs of Credit – And Why They Matter
When it’s time to manage cash flow or fund growth, improve your chances of loan appr...
Underwriting & Loan Process
1/2/2025
How Much Can I Borrow?
Explore capital structures and the key performance indicators lenders use to evaluat...
Underwriting & Loan Process
12/1/2024
Preparing for a Business Loan with Agency Finance
Wondering what information you’ll need to apply for a business loan? This guide help...





















