This page contains a Flash digital edition of a book.
Winter 2012


Features 4


Publisher Oak Street Funding


Editorial Director Carissa Newton


Contributing Editors Michelle Wilson Lee Ann Davis


The Bridge is a newsletter produced by:


Oak Street Funding. 11350 N. Meridian Street Suite 600 Carmel, Indiana 46032 866-625-3863


Potential borrowers are responsible for their own due diligence on acquisitions. Loans and lines of credit subject to approval. California residents: Loans made pursuant to a Department of Corporations California Finance Lenders License. The materials in this paper are for informational purposes only. They are not offered as and do not constitute an offer for a loan, professional or legal advice or legal opinion and should not be used as a substitute for obtaining professional or legal advice. The use of this paper, including sending an email, voice mail or any other communication to Oak Street, does not create a relationship of any kind between you and Oak Street.


© 2012 by Oak Street Funding LLC. All rights reserved. Any duplication without prior written permission is strictly prohibited.


10


Laying a Solid Foundation for Your Agency


Successful agencies are always poised for sale


14


How Much is Your Agency Worth?


A question for every agency owner, whether planning, growing or selling


Tell Us Your Thoughts If you have any questions, comments or ideas for The Bridge, let us know. Email us at osf@oakstreetfunding.com.


www.oakstreetfunding.com


6 Industry News P&C market not expecting major changes in 2012; Sold agencies show revenue and income growth


How You Can Best Position and Sell Your Agency


Insights from white paper on selling an agency


COVER STORY


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