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Inventory Your Assets

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CompleteMarkets Editor, Mitch Axelrod 6/5/2013 12:00:00 AM

INVENTORY YOUR ASSETS by Mitchell Axelrod Take an asset inventory, using the attached worksheets to lift your leverage-ability and vault your value-ability. The first is a Business Streng...

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Is An Esop For You?

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CompleteMarkets Editor, Angela Bemiss 4/30/2013 12:00:00 AM

IS AN ESOP FOR YOU? by Angela Bemiss Don't Sweat the Small Stuff . . . and It's All Small Stuff is an enjoyable little book that has spent a long time on the New York Times...

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New S Corporation Ruling: Avoid Termination Trap

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CompleteMarkets Editor, Irving Blackman 4/30/2013 12:00:00 AM

NEW S CORPORATION RULING: AVOID TERMINATION TRAP by Irving Blackman Is your company an S corporation or thinking of becoming one? S corporation status is the usual choice for most closely held b...

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Ownership Issues And Compensation

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CompleteMarkets Editor, Carol Hammes 4/30/2013 10:36:15 PM

OWNERSHIP ISSUES AND COMPENSATION by Carol Hammes During the past several months we have been addressing methods for compensating agency staff, managers, and salespeople. How should...

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Plan of Merger

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CompleteMarkets Editor 10/19/2016 12:00:00 AM

A sample merger agreement between two insurance agencies.

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Three Perspectives On Perpetuation Mistakes

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CompleteMarkets Editor 4/30/2013 10:36:58 PM

THREE PERSPECTIVES ON PERPETUATION MISTAKES 'What is the most common mistake agency principals make during the perpetuation process-and how can they avoid it?' Douglas C. Moat,...

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Trade Secrets: Value And Ownership Issues

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CompleteMarkets Editor, Roy Phillips 6/17/2014 12:00:00 AM

Whether you refer to them as trade secrets, books of business, or expirations, the major asset of an insurance age...

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Update On Agency Valuation

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CompleteMarkets Editor, Carol Hammes 4/30/2013 12:00:00 AM

UPDATE ON AGENCY VALUATION By Carol Hammes We have lost count of the number of telephone calls that we have received recently asking us what the going rate is for the sale of an insurance agency. ...

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