Tag: Agency perpetuation

Proactively investing time in the process can help secure favorable outcomes     Agency perpetuation is one of the most ...

Creating options, protecting value and caring for the people who rely on you By Carey Wallace Perpetuation planning is a ...

Find the measurable benefits of taking a data-first approach to integration By Ilya Filipov Traditionally, errors and omissions (E&O) exposure ...

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  ...