Succession planning: planning your exit

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.

Market Insights

The steps to successful agency perpetuation — part 2

Barry Seigerman | June 13, 2017

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

Bob O'Hara | October 03, 2017

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

Bob O'Hara | October 01, 2017

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

Matt Lynch | April 06, 2017

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

Instant Insights / Succession planning: planning your exit