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Instant Insights / Succession planning: planning your exit

We're in the midst of a once-in-a-generation sea-change in agency ownership. Here are some issues to tackle, and ideas to consider.

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

Related: The steps to successful agency perpetuation — part 1

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Barry Seigerman

PropertyCasualty360

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