Merger Workshop On Tap For May
NU Online News Service, Jan. 28, 4:26 p.m. EST?A consulting firm announced it will be holding a workshop in May with two trade organizations providing agents and bank executives with merger and acquisition information.
Reagan Consulting, Atlanta-based financial advisor and management consulting firm, said session is designed for agents, brokers, and bank executives who are investigating the merger and acquisition arena, the company said.
The firm said the workshop will offer information on the most important issues to consider before buying, selling, or transferring ownership in an independent insurance agency.
The event will be run by Reagan with the Council of Insurance Agents & Brokers and the American Bankers Insurance Association.
The three-day event will be held May 1 to 3 at the Grand Hyatt Atlanta in Atlanta.
The workshop will cover such topics as:
? Valuation.
? Deal structure.
? Negotiation.
? Post-deal integration.
? Relevant tax, legal and contractual
issues.
? Best practices relating to internal
transfers of ownership.
? Industry updates.
Early registration discounts end March 31. The event is limited to 125 participants.
More information and registration, is available at 404-233-5545 or email [email protected].
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