Allow me to share some of my personal experience with integration, and some of the issues you should be aware of.

Our own agency's perpetuation with a community bank was precisely planned and both buyer and seller knew each other very well. Thirty years earlier, the bank had granted me a small loan to start my own agency, and we remained clients of that bank ever since. For nearly 20 years I served on the bank's board of directors while also serving as the agency's president/CEO.

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