NEWS

The steps to successful agency perpetuation — part 1

Successfully executing a perpetuation plan will depend on how well your integration plan works, because if not, a lifetime of effort can disappear when the deal you finally made blows up.

MARKET INSIGHTS

The steps to successful agency perpetuation — part 2

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

MARKET INSIGHTS

Exit strategy: Keys to successfully leaving your business

Succession planning begins 5-10 years before turning over the keys.

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 with any long-term strategic planning, youll need to establish business and personal goals as part of the process.

COMMENTARY

Creating a viable succession or exit plan for your insurance agency

Many advisory firms have hit a crucial stage. Most will not pass to an outside buyer or next-gen advisor. Will your firm endure?