As a business lending expert in specialty financing, Oak Street Funding has been successful nationwide in fulfilling the unique capital needs for insurance businesses, investment advisors, certified public accountants (CPAs), as well as third-party servicing for commercial, specialty financing portfolios. Our passion, client and employee-focused mindset […]
At some point during their career, many insurance agency owners think about buying or selling an agency. Many unfamiliar issues must then be addressed in detail. Should the deal structure be asset or stock based? What are the tax and […]
At Capital Resources, we know there is a prosperous future for insurance agents. We’ve lent more than $400 million to insurance agents just like you. It’s our specialty. We also offer key benefits you won’t find offered by most other […]
Agency Brokerage Consultants is an experienced, national mergers and acquisitions firm serving individuals and companies seeking to value, acquire or sell insurance agencies or brokerages. We are a professional transaction advisor, marketing organization and intermediary between agency buyers and sellers. […]
Why hire our firm to value your insurance brokerage: 1.     We are experienced merger & acquisition advisors. We only handle insurance brokerage valuations, sales and acquisitions; therefore, we are very much in-tune with the market value of an independent insurance […]
Our insurance lending program is targeted to Retail Agencies, Wholesalers and MGAs (with or without related insurance company operations). Â We have multiple funding sources for arranging acquisition, growth, and expansion loans or for refinancing of existing loans to improve cash […]
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