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Resources

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Selling to and Partnering with a Private Equity National Brokerage

Learn about the advantages of selling your independent insurance agency or brokerage to a private equity national brokerage.

Read More about selling to a PE national brokerage
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Common M&A Terms & Phrases

A glossary of terms commonly used in the mergers & acquisitions (M&A) process.

Read More about common M&A terms
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Estimating Value

Learn how our team estimates value of businesses.

Read More about estimating value
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Asset Sale – Long-Term Capital Gains Taxes (2025)

View the long-term capital gains tax rates for 2025.

Read More about 2025 capital gains taxes