Tag: Agency perpetuation

Understanding the nuances of different deal structures helps align decisions with goals, values, and vision for the future By Matt Naimoli ...

How transferring ownership in phases works By Scott Freiday The need for independent insurance agency leaders to plan their exit  ...

Crafting a perpetuation plan for your agency By Carey Wallace As an independent insurance agency owner, planning for the future ...

Hutch Mauck, President, Scott Insurance Founded during the Civil War, this thriving agency serves clients from nine offices across the ...

THE AGENCY IN PERPETUATION How and when should one plan for passing the business on? By Lori Widmer In May ...