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Articles tagged with seller


How To Buy, Sell, Merge Or Perpetuate An Agency: Introduction – Part Iii

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HOW TO BUY, SELL, MERGE OR PERPETUATE AN AGENCY: INTRODUCTION - PART III by Larry Morrison and Gary Jacobson A Comprehensive Look at the Best Ways to Handle the Biggest Eve...

How To Buy, Sell, Merge Or Perpetuate An Agency: Introduction – Part Iv

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HOW TO BUY, SELL, MERGE OR PERPETUATE AN AGENCY: INTRODUCTION - PART IV by Larry Morrison and Gary Jacobson A Comprehensive Look at the Best Ways to Handle One of the Most ...

How To Buy, Sell, Merge Or Perpetuate Part Vi

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HOW TO BUY, SELL, MERGE OR PERPETUATE PART VI A Comprehensive Look at the Best Ways to Handle the Biggest Events in the Life of Your Agency by Larry Morrison and Gary Jacobson Edito...

How To Buy, Sell, Merge Or Perpetuate Part Vii

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HOW TO BUY, SELL, MERGE OR PERPETUATE PART VII A Comprehensive Look at the Best Ways to Handle One of the Most Significant Financial Events in the Life of Your Agency by Larry Morrison an...

Legal Outline For California Agencies - Chapter 5

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LEGAL OUTLINE FOR CALIFORNIA INSURANCE AGENCIES CHAPTER FIVE TRANSFERRING AGENCY INTERESTS BY SALE, ETC. 5.1 Objectives of buyers and sellers of agencies. In the typical ...

Loss Portfolio Transfer

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LOSS PORTFOLIO TRANSFER by Al Rhodes A loss portfolio transfer (LPT) is one of the few transfers that can be a winning deal for buyer and seller. An LPT allows you to transfer claims to another ...

Making The Most Out Of An Agency Business Combination

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MAKING THE MOST OUT OF AN AGENCYBUSINESS COMBINATION by Carol Hammes Its what comes after the handshakes that counts. INTRODUCTION Youve done the groundwork for a ...

Merge Or Acquire With Caution

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Six reasons why mergers and acquisitions fail.

Few business transactions pack the high-stakes potential of a merger or acquisition. Done well, the deal can help an agency attain new levels of prosperity. Done poorly, it can be crippling.

Mergers: A Case Study

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MERGERS: A CASE STUDY by Larry Morrison and Gary Jacobson This case study is provided as a companion to our article, 'Mergers: The Six Key Issues.' It shows the financial and legal...

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 ...

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