Business Refocused

#46 - Bankers' Mindset in Acquisitions w/ Morgan Harriss


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In this episode Carey and Lindsay sit down with Morgan Harriss from Live Oak Bank to talk about financing acquisitions, buyer considerations and the market shift impact on M&A. 

Sponsored by AgencyPoint

This episode is brought to you by AgencyPoint, your full-service partner for Accounting, Tax, Legal, and HR solutions built specifically for insurance agencies. AgencyPoint helps independent agencies streamline operations, stay compliant, and make confident financial decisions. Learn more at https://www.myagencypoint.com/partners/insurancerefocused

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Follow AgencyFocus for more conversations that help agency owners build clarity, confidence, and long-term value. Learn more at https://agency-focus.com/

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Business RefocusedBy Lindsay Sexton & Carey Wallace

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