Post-acquisition insurance agency and brokerage compliance

Matthew Lasky’s article, “Post-acquisition insurance agency and brokerage compliance,” was published on November 13, 2017, in PropertyCasualty360.

From the article . . .

A few months back, PropertyCasualty360 published the article, “3 ways to turbocharge the sale of your insurance business.” Given the current hot market for independent, middle-market brokerages and agencies, our colleagues wrote that piece setting forth how best to position these assets for acquisition.

Here, we focus on the acquiring party.