merger

Articles tagged with merger


Mergers: What To Consider

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MERGERS: WHAT TO CONSIDER by Charles S. Watson, CPCU, CLU Last fall when we wrote the article about strategies for the '90s, we predicted that there would be an increase in merger activity al...

Plan of Merger

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A sample merger agreement between two insurance agencies.

Planning For A Merger: Filling In The Blanks

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Check out this creative approach to the merger process.

Planning is like making a jigsaw puzzle. You have to look carefully at the picture you want to create, spread out and sort the pieces, make the border, and finally fill in the blanks.

Shareholders Agreement

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SHAREHOLDERS AGREEMENT BATES INSURANCE, INC. Parties THIS SHAREHOLDERS AGREEMENT (the 'Agreement') is entered into effective the date set forth on th...

Stock Purchase Agreement I

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STOCK PURCHASE AGREEMENT I AXIS/BATES THIS STOCK PURCHASE AGREEMENT ('Agreement') is entered into effective the date set forth on the signature page below, by a...

The Agency Business Plan: Your Road Map To Success

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Although the reasons to plan are as endless as the individual needs of each agency, there are a number of common factors. Jack Fries reviews the importance of planning to your agency's success.

What Makes A Great Owner?

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WHAT MAKES A GREAT OWNER? by Catherine Oak If the role of an owner was treated like any other position in an agency, what would the job description look like and what are the key characteri...

Why Procedures?

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WHY PROCEDURES? by Grace Bauer I often hear, 'Why does our agency need procedures? We've been in business this long without them.' If you can answer 'yes' to any of the followin...

WHY SHOULD I PAY A CONSULTANT WHEN BUYING OR SELLING AN AGENCY? by Roger Thomas I often hear it said by agents that a consultant 'costs too much,' particularly when someone is anti...

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