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.
May 10, 2017
The steps to successful agency perpetuation — part 1Successfully 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.
June 13, 2017
The steps to successful agency perpetuation — part 2Allow me to share some of my personal experience with integration, and some of the issues you should be aware of.
October 03, 2017
Exit strategy: Keys to successfully leaving your businessSuccession planning begins 5-10 years before turning over the keys.
October 01, 2017
Agency Succession PlanningMost 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.
April 06, 2017
Creating a viable succession or exit plan for your insurance agencyMany advisory firms have hit a crucial stage. Most will not pass to an outside buyer or next-gen advisor. Will your firm endure?