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ownership transfer

Articles tagged with ownership transfer

A Perpetuation Planning Primer

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CMEditor
CompleteMarkets Editor, Tom Doran 4/30/2013 12:00:00 AM
A PERPETUATION PLANNING PRIMER by Tom Doran No one expects the current frantic pace of merger and acquisition activity to last forever. When it does cool off, more agency own...
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Agency Perpetuation Planning Checkup

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CMEditor
CompleteMarkets Editor, Paige Proctor 4/30/2013 10:44:59 PM
AGENCY PERPETUATION PLANNING CHECKUP by Paige Proctor This article is for the 70% of all agencies that now have perpetuation plans. Even though most agencies have plans for the futu...
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R.I.P: Retire In Place

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AlDiamond1
Al Diamond , CompleteMarkets Editor 4/30/2013 12:00:00 AM
R.I.P: RETIRE IN PLACE by Al Diamond Dont let a Retire in Place owner or employee sabotage agency perpetuation. Much of our work at Agency Consulting Group, I...
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