Latest News


NAVC Tips for First Timers

Our team is excited for NAVC 2016. After several years of attending this great conference, we have put together our top tips for first-time attendees.   Remember There are Two Exhibit Hall Locations A unique aspect of NAVC is the … read more

Live Oak Bank

New Alliance Announced to Help Insurance Agencies Transition to Independence

Live Oak Bank, MarketSource and Strategic Insurance Software Announce Alliance to Help Insurance Agencies Transition to Independence WILMINGTON, NC – January 12, 2016 – Live Oak Bank (subsidiary of Live Oak Bancshares, Inc) (NASDAQ:LOB) is pleased to announce a partnership … read more

insurance agent financing

How Every Insurance Agent Should Start The New Year

As a new year begins, make it a priority to organize your corporate documents. It’s typically something on every agency owner’s to-do list, but quickly loses priority for more pressing business matters. As a lender, I can’t tell you the … read more

budgeting best practice

Budgeting Best Practices for Poultry Farmers

Poultry growers love talking about chicken, but let’s address the importance of managing your business expenses. You probably got into the poultry industry to provide for your family, make some money and retire someday. To be successful in your business, … read more


5 Must Read Books to Inspire Effective Leadership in 2016

Last year after completing the Keirsey Temperament Sorter, I could not help but laugh when it described me by saying my type “will read almost anything.” True to form I have been devouring books over the last few months. I … read more

net profit

Understanding Pharmacy Financials V: Net Income

Understanding your Income Statement Part 5 – Net Income As an independent pharmacy owner, you may be in business for multiple reasons – perhaps the most significant one is to generate income. While an accountant may manage the bulk of … read more


7 Things That Make or Break a Succession

You know the facts: advisers as a group are aging; the median age of a principal at an independent practice, according to Cerulli, is in the late 50s. What’s more, fewer than half of these advisers have a succession plan in … read more

vet practice

3 Important Things Your Vet Practice Can Accomplish in 2016

2015 is coming to a close. Now is the time to prepare for the coming year. With this in mind, ask: “Are there three things I reasonably can accomplish during 2016 that will improve my practice?” As you do so, … read more

SBA Lender

Thank You North Bay for Making Us Your #1 SBA Lender

With more than $22.7 million in closed loans this year, Live Oak Bank proudly claims its spot as the top ranked Small Business Administration (SBA) lender in the North Bay area of San Francisco for 2015. The recently released rankings … read more


Business How To: Claim Your Hotel on Google

As a hotel owner, marketing your property is critical to the overall financial success of your business. Having your hotel listed on travel sites is important, but many guests will also search for hotels online when making decisions. By having … read more