AGENCY FINANCING

Put a clear plan behind your next move.

Explore financing for an acquisition, ownership transition, or business expansion. Know what to ask before you apply.

Start with the purpose of the funding, then prepare the information a lender or advisor needs to evaluate it.

Give every startup cost a place—and leave room for revenue to arrive more slowly than you hope.

Understand the questions behind a valuation before relying on a headline multiple.

Find an agency-focused lender.

Explore provider profiles and prepare the questions for your first conversation.

Looking for premium finance? Financing a policyholder’s premium is different from financing your agency business.