Clint Tripodi | How to Set a Strategy And Execute It
As we prepare for the new year, it’s time to set your strategy… “What strategy?,” you might think, “We just need to make more money.” But a business without a strategy is destined for failure. Especially in today’s changing world, where an unexpected crisis could derail your business. And it’s not enough to set a […]
Step by Step Process for Applying, Quoting, Underwriting and Ultimate Placement of a Rep & Warranty Policy
Step 1: There’s no insurance application. If needed, Rubicon will sign any NDA required by either party. We then required the following documents:
Liberty Introduces Rob Cinco As Producer, Benefits
GAINESVILLE, FLA. – December 19, 2022 —The Liberty Company Insurance Brokers (Liberty) is proud to announce that Rob Cinco has joined the firm as Producer, Benefits. With a passion for creating and growing client relationships, Cinco boasts extensive experience working in benefits, benefits technology, compliance and administration. Prior to joining Liberty, over the course of […]
Liberty Ranked #6 On The Los Angeles Business Journal’s List Of 100 Fastest Growing Private Companies
GAINESVILLE, FLA. – December 14, 2022 —The Liberty Company Insurance Brokers (Liberty) is proud share that it has been ranked #6 on the Los Angeles Business Journal’s list of 100 Fastest Growing Private Companies in Los Angeles. This year will mark Liberty’s fourth year of inclusion on the annual list. Currently in its 26th year, […]
Vinay Bachireddy | Helping Owners Embrace Technology
What does it take to bring technology and data capital to middle-market businesses? In today’s digital world, there’s an enormous opportunity in helping business owners embrace technology… In this episode, I’m joined by Vinay Bachireddy, a managing partner at Weave Growth Partners. Weave Growth Partners is a Silicon Valley firm that backs owners and executives […]
Ben Brown | Benefits of a Buy & Hold Strategy
When you have an indefinite holding period, you’re buying for the long term… What are the strategies of firms that operate in this way? Ben Brown, founder of Alderman Enterprises, is here to share his perspective on M&A.
Heather Madland | Scaling Founder-Owned Businesses
There’s enormous opportunity in professionalizing and scaling founder-owned businesses. But what does it take to become a leader in this area? In this episode, I’m joined by Heather Madland of Huron Capital for an inside look at the firm.
Bill Johnson Named A 2022 Hall Of Fame Winner By Insurance Business America
GAINESVILLE, FLA. – November 23, 2022 —The Liberty Company Insurance Brokers (Liberty) is proud to share that Bill Johnson, CEO, Chairman & Founder, has been named as an Insurance Business America (IBA) 2022 Hall of Fame winner. IBA invited insurance professionals from across the country to nominate standout industry veterans for its annual Hall of […]
Richard Parker | An Inside Look at Sell-Side M&A
The sell-side of M&A brings unique challenges and opportunities. In this episode, I’m joined by Richard Parker of Roy Street Advisors for an inside look at a sell-side firm.
The Roth 401k: An Option for Higher Earners
When thinking of retirement, most workers (and their employers) probably associate the name “Roth” with the letters “IRA.” After all, the Roth IRA has been around since the 1998 tax year and has been widely embraced by many individuals seeking to maximize their retirement income. However, for high-income professionals and business owners — especially those […]