How One Idea Will Add Millions to your next deal
Imagine the subtle grin on your client’s face as you tell them how you’ve managed to improve the terms of their deal by a few million dollars… You’d have a happy client wouldn’t you? And, if you could do that for all of your clients, I’d bet that word will get around. If you could […]
Excessive Management Fees: What Every Employer Needs to Know About the Hidden Danger Within Their Employee Benefit Plans
Many employers provide 401(k) plans and other retirement benefits to their employees for a variety of reasons from altruistic, to pure competitive necessity. What these employers don’t realize is that the moment they set up a Plan, they’re no longer just an employer. They are a Plan Sponsor, and in the eyes of the Federal […]
Rep & Warranty — Who Pays for it?
Over the last 3 years, Representation & Warranty Insurance (R&W) has been gaining interest throughout the M&A Sector. R&W is an insurance contract designed to protect buyers and sellers from financial loss that result from a breach of the seller’s representations.
Step by Step Process for Applying, Quoting, Underwriting and Ultimate Placement of a Rep & Warranty Policy
Step 1. There’s no insurance application. While not required, we prefer to schedule a 20 minute call with a member of the Buyer’s team to discuss the deal in general terms in order for us to prepare a narrative for Underwriters. In addition to the pre-submission discussion, terms can be provided upon our receipt of […]
How Private Equity Firms “Stack the Deck” in Their Favor in Every Deal, and How You Can Do the Same When You Sell
The Seller’s Nightmare is Real Time is a cruel and silent thief, with its hand deep in your pocket. The longer the process drags on, the lower the price will go (or the smaller the check will be at closing). All BAD NEWS for you.
Welcome, Jeff Shibata To The Liberty Team
The Liberty Company Insurance Brokers is proud to announce the hiring of Jeffrey Shibata as Executive Vice President and Director of Insurance Operations.
Jeffrey brings over 30 years of experience to Liberty, with an extensive background in all lines of insurance as well as agency operations and management.
Welcome, Nickie Heath Insurance Agency
We are proud to announce our newest partnership with Nickie Heath Insurance Agency!
After a well-rounded insurance career covering many facets of both the carrier and broker sides of the business, Nickie took the entrepreneur’s…
Dan Law, 2016 Producer of the Year
We are honored to recognize Dan Law as Liberty’s 2016 Producer of the Year. Dan’s dedication to his team, his clients and his community is a testament to what our organization stands for…
How to Manage ABA Agency Risks
Many ABA agency owners spend time wondering “if” their company is exposed to certain risks. The short answer is almost always “yes.”
Employee Driving Risk & Your ABA Agency
In this post, we’re going to cover everything ABA therapy business owners need to know about employee driving risk management.