In the past year, we have completed or are still in the middle of at least six business valuation and perpetuation cases involving family members or key employees …Read More
Father and Son: Timing Is Critical in Internal Agency Perpetuation
Timing is everything.
That statement could apply to many things in life but when it comes to transferring insurance agency ownership from one family member to another the …Read More
Why a Unique Perpetuation Model Still Stands Strong
In the insurance agency system, it’s no secret that right now many agencies are merging or being acquired, increasingly by private equity firms. For some, this is a …Read More
What’s Next for Your Agency Perpetuation Plan?
You’ve built a successful agency and are now starting to look ahead to retirement. What’s your exit plan? What do you need to start thinking about today as …Read More
Agency Perpetuation: What’s Your Plan
As the owner of an independent insurance agency, people count on you to make the right decision for their security – your customers, your carriers, your employees and …Read More
Agency Succession Planning
Most agency owners dream of either selling their company or passing it onto the next generation. Whatever the plan, the goal is a successful transition for all involved. As …Read More