Ready to reap your reward? A well-conceived and properly executed perpetuation plan is a great mechanism for harvesting the value generated through the ownership of an insurance agency. Heres how to do it.
Once again it's time for agencies to prepare and submit financial statements to lenders and/or investors. But this year, expect that your loan will come under unprecedented scrutiny, for any justifiable reason.
DebugScreen: mobile
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"uri": "/2016/02/11/here-are-3-questions-agents-ask-their-lenders/",
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"title": "Agency Perpetuation From the Lender’s Perspective",
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"summary": "Ready to reap your reward? A well-conceived and properly executed perpetuation plan is a great mechanism for harvesting the value generated through the ownership of an insurance agency. Heres how to do it.",
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{
"uri": "/2010/03/31/have-you-read-your-loan-docs-lately/",
"title": "Have You Read Your Loan Docs Lately?",
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"summary": "A recent study by a well-respected insurance investment banking firm reported that merger and acquisition activity was off some 40 percent in 2009.",
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"uri": "/2010/03/24/tax-filings-financial-statements-and-new-pitfalls/",
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"summary": "Once again it's time for agencies to prepare and submit financial statements to lenders and/or investors. But this year, expect that your loan will come under unprecedented scrutiny, for any justifiable reason.",
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