In today’s episode, we explore the current M&A landscape for insurance agency owners who are looking to buy and sell. We’ll discuss the current trends in M&A, including deal structures, valuation expectations, and key risk considerations that are shaping today’s transactions. The conversation also highlights best practices for preparing for an acquisition and navigating the process successfully to help ensure a smooth and successful outcome for both buyers and sellers.
Guest Speaker: Rick Dennen, Oak Street Funding
Rick Dennen is the founder and CEO of Oak Street Funding, a First Financial Bank company. Founded in 2003, Oak Street Funding provides customized loan products and services for specialty lines of business including certified public accountants, registered investment advisors, BHPH dealerships, and insurance agents nationwide. A CPA and former Senior Manager at Deloitte, Rick holds a BS in Accounting and an MBA from the Indiana University Kelley School of Business. He has served as an adjunct professor at Kelley, teaching venture capital and entrepreneurial finance, and is a sought-after speaker on startups, capital options, and succession planning.
