
Broker Case Study
Posted on January 12, 2017
We were approached by a broker who had been working for a small brokerage in the $30 million range. He was not the principal broker and only had a small ownership stake. Essentially, he was a producer building their book of business. He knew the head of the brokerage well and could see the benefits of owning a brokerage both in terms of legacy and income. He had also built up a decent book of business and was fairly confident that he could replicate on his own what he had achieved with the brokerage. The question was, could this individual not only continue to be a top producer but also manage a business?... Read More