Run diligence end to end on live acquisitions, with support at first and less of it over time. You do the work and you help set the bar. As volume grows, you will be the person who knows where the process is slow, where it is thin, and how it should change.
Validate what the seller has represented. Start from their numbers, prove them against source d...
Develop a sophisticated understanding of the independent insurance agency market, including segment trends, competitive dynamics, valuation drivers, and regional nuances.
Identify target profiles and priority markets aligned with Equal Parts’ acquisition thesis.
