business transition

Articles tagged with business transition


Agency Valuation: What You Need To Know

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AGENCY VALUATION: WHAT YOU NEED TO KNOW by Larry Morrison Before putting a value on your agency, read this article. INTRODUCTION Every agency owner must learn certain basics abou...

Employment Contract

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copy;Copyright 1994 by Business Transition Network, Inc. and Gary E. Jacobson, J.D. All Rights Reserved Revised 10/11/94 [AGENCY NAME] / [EMPLOYEE NAME] EMPLOYMEN...

Limited Liability Companies: What You Need To Know

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LIMITED LIABILITY COMPANIES: WHAT YOU NEED TO KNOW by Gary Jacobson and Larry Morrison Limited liability companies (LLCs) have been called the greatest innovation in business ownership in ...

Mergers: The Six Key Issues

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MERGERS: THE SIX KEY ISSUES by Larry Morrison, CMA, CLU, ChFC and Gary Jacobson, JD Before considering an agency merger, read this article. INTRODUCTION The pressure to ...

Optimal Long-Term Producer Incentives

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OPTIMAL LONG-TERM PRODUCER INCENTIVES by Larry Morrison and Gary Jacobson The optimal program for producers involves training and support, short-term compensation and in...

Perpetuation Planning: Why? How?

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PERPETUATION PLANNING: WHY? HOW? by Al Diamond Make perpetuation planning a normal part of managing your agency. Perpetuation planning. What a morbid thought! It means youre going...

Selling Your Agency: Asset Vs Stock Sale

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SELLING YOUR AGENCY: ASSET vs STOCK SALE by Gary Jacobson, JD, and Larry Morrison, CMA, CLU, ChFC Which type of sale is right for your agency? INTRODUCTION: Most ag...

Selling Your Agency: 'C' Corporations

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SELLING YOUR AGENCY: 'C' CORPORATIONS by Larry Morrison, CMA, CLU, ChFC and Gary Jacobson, JD How to slash the tax bill from selling your agency. INTRODUCTION In our...

Seven Really Big Ones: Tax Secrets The Irs Doesn't Want You To Know

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SEVEN REALLY BIG ONES: TAX SECRETS THE IRS DOESN'T WANT YOU TO KNOW ABOUT AGENCY PERPETUATION by Gary Jacobson and Larry Morrison These secrets are the really big ones. Much bigger...

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