Buying a Book of Business Without Overpaying
Buying a book can grow an agency fast or saddle it with debt and churn. Here's how to weigh an acquisition operationally so you don't overpay or inherit problems.
Account Rounding: Selling More to Clients You Have
The easiest sale is to a client who already trusts you. Here's how account rounding fills gaps in existing relationships and deepens each account.