shareholder

Articles tagged with shareholder


Are You A Deadbeat Shareholder?

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If you're a principal in a privately held insurance agency, establish a value creation quota for each shareholder. Here's how: A month before your next planning retreat, provide each shareholders with a statement showing the value of his or her share of the agency's stock. If you don't have an appraisal, simply use your best estimate.

Beware The Outdated Shareholders Agreement

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BEWARE THE OUTDATED SHAREHOLDERS AGREEMENT by Angela Bemiss and Kevin Stipe Published statistics suggest that the damage and personal injury caused by home fires is signifi...

Hints From Hales: What Is In A Business Plan?

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Question: The loan officer asked me for a business plan. What should it include? Answer: The lender uses your...

How To Buy, Sell, Merge Or Perpetuate An Agency

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

How To Buy, Sell, Merge Or Perpetuate An Agency – Part V

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

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...

How To Buy, Sell, Merge Perpetuate An Agency: Ii

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

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