Terry Hill | How to Take Advantage of Today’s Seller Market
In this podcast, I speak with Terry on the importance of getting your “financial house” in order BEFORE you let anyone know you’re looking to sell your company.
The Underwriting Process for R&W Insurance: Step-by-Step
Would you buy a house without a home inspection or a title search? Of course not. It would be way too risky. That’s why Underwriters insist on thorough due diligence when they put together insurance policies covering multi-million-dollar M&A deals.
Gary Wells, 2017 Producer of the Year
The Liberty Company Insurance Brokers is pleased to recognize Gary Wells as Liberty’s 2017 Producer of the Year. As a Managing Partner of the OC office Gary is a shining example of the heights a positive attitude, personal drive, and team work mentality can bring you!
Shari Yocum | The “Secret Sauce” of Successful M&A Deals
In this podcast, I speak with Shari Yocum of EY focusing on the often overlooked “human-side” of M&A.
Patrick Crocker | Why You Should Hire an Advisor to Help Sell Your Business
Today I speak with Patrick Crocker, an investment banker with MHT Partners to discuss the critical role investment bankers play in helping founders/owners maximize their payout in M&A.
Joe Finnerty | Best Practices for Rep and Warranty Insurance Claims
In our first podcast, listen as I interview the leading M&A litigator, Joe Finnerty of DLA Piper as we discuss claims in M&A.
The Top 3 M&A Insurance Brokers in Silicon Valley – an Honest Comparison
As global insurance and risk management professional service firms, Marsh & McLennan and Aon do great work and have solid reputations in the world of M&A insurance. Along with Rubicon M&A Insurance Services, LLC, they are the only companies offering this specialized type of insurance to companies in Silicon Valley.
Role of the Insurance Broker in Your M&A Deal
At the end of the day, successful mergers and acquisitions are about bringing people together… coming to an agreement and moving forward to everybody’s satisfaction.
Our Woodland Hills Office Has Moved
We are excited to announce our Woodland Hills office has moved to 5955 De Soto Ave., Suite 250, Woodland Hills, CA 91367. Because of our amazing clients we have had to greatly expand our team year over year making a bigger space a necessity. This new space not only gives us room to house our growing team, but more room for future growth!
How to Cooperate Effectively with Underwriters Throughout the Rep and Warranty Lifecycle
I have a surprising truth for you. It goes against everything you’ve been taught or experienced when it comes to insurance companies.