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4 Reasons Why Buyers Should Insist on This for Every Target Under $20M EV

There is a relatively new but very effective insurance product perfect for lower middle market deals. Transaction Liability Private Enterprise (TLPE) is a Sell-side Representations and Warranty (R&W) insurance offered by CFC Underwriting. With these policies, the Seller is the Named Insured. The policy is triggered when the Seller receives notice from the Buyer that […]

Weathering the Storm: Your Comprehensive Hurricane Preparedness Guide

Millions of coastal homeowners face the reality of hurricane season each year. According to the National Oceanic and Atmospheric Administration (NOAA), over 70% of coastal U.S. homes have sustained hurricane damage in the past 30 years. While these powerful storms can be disruptive and damaging, feeling prepared can significantly ease stress and ensure your family’s […]

Is PAGA a Problem for Your California Business? Here’s What You Need to Know

California, the land of opportunity and innovation, can also be a breeding ground for unexpected challenges for businesses. One such challenge is the Private Attorney General Act (PAGA), a law that has become a major source of concern for employers in the state.   What is PAGA and Why Was It Created?   Enacted in 2004, PAGA […]

The Liberty Company Partners with Ayres Brackfield Insurance 

GAINESVILLE, FLA. – May 15, 2024— The Liberty Company Insurance Brokers (Liberty), one of America’s fastest-growing privately held insurance brokerages, continues its growth trajectory by announcing its recent partnership with Ayres Brackfield Insurance (ABI) of Knoxville, Tennessee.   Since 1992, ABI has exemplified dedication to providing tailored insurance solutions for families and businesses alike. With a […]

The Liberty Company Honored as a Three-Time Consecutive Recipient of Insurance Business America’s Fast Brokerages Award 

GAINESVILLE, FLA. – May 6, 2024 —The Liberty Company Insurance Brokers (Liberty) is proud to share that it has been named a 2024 Fast Brokerages Award Winner by Insurance Business America (IBA) for the third consecutive year. This prestigious accolade underscores Liberty’s exceptional growth trajectory and steadfast commitment to excellence in the insurance brokerage industry.  […]

Unveiling the Secrets to Successful Business Exits

In this episode, I sit down with Brett Story, the founder of Britehorn Partners, a leading middle-market investment bank. They delve into Brett’s transition from corporate law to M&A, the founding and rebranding of Britehorn Partners, and why staying focused on the middle market can be more rewarding than chasing larger deals. Brett also shares […]

The Coming Senior Boom: Is Your Insurance Ready? 

As the demographic landscape undergoes a profound shift, the increasing prevalence of seniors represents more than just a statistical change—it signifies a fundamental transformation in society. This shift reverberates across all sectors, including the insurance industry, which finds itself at the forefront of addressing the needs of this growing demographic. Tasked with the crucial responsibility […]

Is Your LPL Coverage Ready for Remote Work? (Spoiler: It Might Not Be) 

The legal landscape has undergone a significant shift in recent years, with the rise of remote work becoming a defining trend. While this flexibility offers numerous benefits for both lawyers and clients, it also presents unique challenges for maintaining professional standards and mitigating the risk of malpractice.   This article explores the potential pitfalls of remote […]

Planning an Exit Strategy

In this episode of M&A Masters, we’re joined by Trever Acers, Managing Director of Objective, Investment Banking & Valuation. With over 20 years in the transactions field, Trever brings a wealth of experience and a unique approach to mergers and acquisitions. Objective, Investment Banking & Valuation focuses on the lower middle market, aiming to serve […]