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40 WAYS TO
RUIN A DEAL
If you resolve to abide by our bottom-40 list in the new
year, we guarantee you'll screw up your next merger and
acquisition deal!
Leader's Edge Magazine,
December 2006
Author:
Robert J. Lieblein |
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YOGI
BERRA BUSINESS PHILOSOPHY 101
When you come to a fork in the road - take it! What to
do when your agency is at the crossroads.
Leader's Edge Magazine,
November 2006
Author:
Robert J. Lieblein |
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REALISTIC AGENCY VALUATION: A
complex blend of art and science
NAILBA Magazine, October
2006
Author:
Steven S. Wevodau |
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IS YOUR
CASH COW PRODUCING SKIM MILK?
Agencies urged to consider whether other investments would
outperform ownership
The National Underwriter -
Property & Casualty Edition, October
2, 2006
Author:
Steven S. Wevodau |
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HIRE YOUR NEXT
ACQUISITION
You may be buying the firm, but the hired
help comes with it. Check under the
hood and be sure you get what you pay for.
Leader's Edge Magazine,
October 2006
Author:
Robert J. Lieblein |
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THE BEST MERGER MENTALITY:
Conservative and Calculating
Insurance Journal, September 25, 2006
Author:
Steven S. Wevodau |
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BEYOND THE TOASTER
How the right bank
came up with the bread to save a growing
firm's buns. There really is a Santa
Claus for agency capital.
Leader's Edge Magazine,
September 2006
Author:
Robert J. Lieblein |
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DEATH BY MEETING
Keep your meetings energized, the ideas
flowing and the BlackBerrys out—or risk the
deadly consequences.
Leader's Edge Magazine,
July / August 2006
Author:
Robert J. Lieblein |
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THE POLLYANNA COMPLEX
Get the right prescription for those
rose-colored glasses or the view from the
to9p will quickly lose its focus.
Leader's Edge Magazine,
June 2006
Author:
Robert J. Lieblein |
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The National Underwriter -
Property & Casualty Edition, May
15, 2006
Author:
Steven S. Wevodau |
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The National Underwriter -
Property & Casualty Edition, May 8, 2006
Author:
Steven S. Wevodau |
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NAVIGATING SAFELY THROUGH MURKY M&A WATERS
Think an M&A strategy is enough? Not so. You
need a formal policy to steady the boat when you embark on
your course of mergers and acquisitions.
Leader's Edge Magazine,
May 2006
Author:
Robert J. Lieblein |
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TAMING
THE VALUATION MONSTER
Merger mania keeps agency valuations high,
but valuing a firm is as much art as science
Leader's Edge Magazine,
April 2006
Author:
Robert J. Lieblein |
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The National Underwriter -
Property & Casualty Edition, April 3, 2006
Author:
Steven S. Wevodau |
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PUTTING
THE ANIMALS IN CHARGE OF THE ZOO:
Release workers from their cages, make them
owners and then watch your firm grow.
Leader's Edge Magazine,
March 2006
Author:
Robert J. Lieblein |
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GROW YOUR
OWN:
It's the
people, stupid. Invest in your staff
and reap the returns.
Leader's Edge Magazine,
January/February 2006
Author:
Robert J. Lieblein |
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PLEDGING ALLIANCE: Creating business alliances is no flight
of fancy.
Leader's Edge Magazine,
December 2005
Author:
Robert J. Lieblein |
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10 BASIC RULES OF
SELLING AN INSURANCE AGENCY
Health Insurance Underwriter - November 2005
Author:
Steven S. Wevodau |
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FIVE
WAYS TO SIMPLIFY THE DECISION ON
PERPETUATING YOUR FIRM
Leader's Edge Magazine,
November 2005
Author:
Robert J. Lieblein |
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FOR SALE
SIGNS:
When to
consider an exit strategy? That's a
Dickens of a dilemma.
Leader's Edge Magazine,
October 2005
Author:
Robert J. Lieblein |
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THE ART OF THE DEAL:
Do you really know how to negotiate?
If there is no win-win and no win-lose, how
do you get what you want?
Leader's Edge Magazine, September 2005
Author:
Robert J. Lieblein |
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SIMON
SAYS...Think you're hot? It's reality
check time. Create an external panel
of judges who don't suck up, but who will
tell you the unembroidered truth.
(It might just make you a star.)
Leader's Edge Magazine, July 2005
Author:
Robert J. Lieblein |
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CLIMB OUT OF THE
INDUSTRY CYCLE WITH AN ACQUISITION
Health Insurance Underwriter
- July 2005
Author:
Steven S. Wevodau |
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PUMP IT UP:
Put some muscle behind your compensation system to boost
profitable sales performance
Leader's Edge, June 2005
Author:
Steven S. Wevodau |
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DEALS SLOW SLIGHTLY,
BUT BUYERS ON PROWL
National Underwriter - Property & Casualty Edition,
May 2005
Author:
Steven S. Wevodau and
Allen Go |
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CARNAC, A MAYONNAISE
JAR AND SYNERGISTIC VALUE: Did the
acquisition maximize shareholder value?
Leader's Edge Magazine, May 2005
Author:
Robert J. Lieblein |
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CROSS-SELLING MAY BE A
MISSED OPPORTUNITY FOR AGENTS & BROKERS - Part 2
Insurance Journal, April 18, 2005
Author:
Steven S. Wevodau |
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BEYOND THE NUMBERS
GAME: Do financials tell the
whole story?
Leader's Edge Magazine, April 2005
Author:
Robert J. Lieblein |
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FOR MANY AGENCY
OWNERS, CROSS SELLING IS A MISSED
OPPORTUNITY - Part 1
Insurance Journal, March 21, 2005
Author:
Steven S. Wevodau |
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THE 24-KARAT & STICK
APPROACH: Tie Your Compensation
Carrot To A Strategic Measuring Stick
Leader's Edge Magazine, March 2005
Author:
Robert J.
Lieblein |
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CARRYING OUT THE
GROWTH: The Art of
Agency Acquisition - Part II
Insurance Journal, January 3, 2005
Author:
Steven S. Wevodau |
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WILL SPITZER'S PROBE
CHANGE THE ECONOMICS OF BUSINESS?
Leader's Edge Magazine, January/February 2005
Author:
Steven S. Wevodau |
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PLANNING TO GROW: The Art of Agency Acquisition
- Part 1
Insurance Journal, December 6, 2004
Author:
Steven S. Wevodau |
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EXPECT MORE MERGERS
WITH THE SOFT MARKET
Independent Agent Magazine, December 2004
Authors:
Steven S. Wevodau,
Allen Go and
Daniel Price |
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INDUSTRY CONSOLIDATION
CONTINUES TO GAIN MOMENTUM: 2005 Looks Cloudy
-
2004 Could Break Records for Announced
Transactions
Insurance Journal, Southeast Edition,
November 22, 2004
Author:
Steven S. Wevodau |
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THE SEARCH FOR SUNKEN
TREASURE:
Chart your course, navigate your future
and take advantage of golden opportunities
buried in your firm.
Leader's Edge Magazine, November/December 2004
Author:
Robert J.
Lieblein |
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PUT YOURSELF IN THE
DRIVER'S SEAT:
Mind your firm's dashboard as you drive
toward your goal.
Leader's Edge Magazine, September/October 2004
Author:
Robert J.
Lieblein |
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AGENCY CONSOLIDATION
PICKING UP SPEED
National Underwriter - Property & Casualty Edition,
July 2004
Author:
Steven S. Wevodau |
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SITTING PRETTY: Sell the firm or sit
tight?
Leader's Edge Magazine, July/August 2004
Author:
Robert J.
Lieblein |
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ADD'EM & EVA:
Do the math. Is your latest initiative
adding value to your firm?
Leader's Edge Magazine, May/June 2004
Author:
Robert J.
Lieblein |
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RETAIL THERAPY FOR
BROKERS
Reactions Magazine, May 2004
Authors:
Steven S. Wevodau
and
Allen Go |
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GROWTH IN THE
INSURANCE BROKERAGE INDUSTRY - REAL OR
MANUFACTURED?
The Risk Management Letter, Volume
24, Issue 6
Authors:
Robert J. Lieblein and
Steven S. Wevodau |
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BUYER'S MATH:
REVEALING THE TRUE LOGIC BEHIND THE MYTH OF
MULTIPLES
National Underwriter - Property &
Casualty Edition,
December 2003
Author:
Robert J. Lieblein and
Steven S. Wevodau |
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AGENCY SUCCESSION
PLANNING: OPTIONS & OPPORTUNITIES
National Underwriter - Life & Health
Edition, November 2003
Authors:
Robert J. Lieblein and
Steven S. Wevodau |
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TIPS FOR MAXIMIZING
YOUR AGENCY'S RESULTS
National Underwriter - Property &
Casualty Edition, November 2003
Authors:
Robert J. Lieblein and
Steven S. Wevodau |
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ESOPS MAKE SENSE FOR
AGENCIES
National Underwriter - Property &
Casualty Edition, July 2003
Author:
Steven S. Wevodau |
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LESSONS LEARNED FROM
PAST ACQUISITIONS
National Underwriter - Property &
Casualty Edition,
June 2003
Authors:
Robert J. Lieblein and
Steven S. Wevodau |
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BUYERS HAVE MUCH TO
CONSIDER IN AGENCY ACQUISITIONS
Business Insurance, March 2003
Author:
Steven S. Wevodau |
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AGENCY VALUATION IS AN
ART, NOT SCIENCE
National Underwriter - Property &
Casualty Edition,
November 2002
Author:
Steven S. Wevodau |
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10 RULES TO FOLLOW
WHEN YOU ARE SELLING YOUR AGENCY
National Underwriter - Property &
Casualty Edition,
July 2002
Author:
Steven S. Wevodau |
