ownership

Articles tagged with ownership


The Importance Of Contracts

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AlDiamond1
THE IMPORTANCE OF CONTRACTS by Al Diamond I have just completed expert witness testimony in a trial of a specialty insurance agency against two former employees and a large firm accused o...

Three Ways To Lower Your Agency Value

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THREE WAYS TO LOWER YOUR AGENCY VALUE by Bill Schoeffler and Catherine Oak When you sell your business, heres what youre really selling. When agency owners sell thei...

Trade Secrets: Value And Ownership Issues

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

Valuation And Structuring Of Business Combinations

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VALUATION AND STRUCTURING OF BUSINESS COMBINATIONS by Carol Hammes There are three key elements that must be considered when valuing and structuring a business combination between insurance agen...

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...

What To Do When An Owner Retires

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WHAT TO DO WHEN AN OWNER RETIRES by Al Diamond Retirement should never be a spur-of-the-moment decision, even if the temptation is frequent when carriers, customers, or em...

Why People Really Leave Their Jobs

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WHY PEOPLE REALLY LEAVE THEIR JOBS - ITS NOT ALWAYS FOR MONEY by Mark Shlien During the many years that Ive placed people in insurance agencies, Ive asked them why th...

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