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Articles tagged with shares
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A NEW LOOK AT INSURANCE AGENCY VALUATION by Carol Hammes Its becoming increasingly important for agents to recognize that having a complete, professionally prepared appraisal won&...
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DISSOLVING SHAREHOLDER RELATIONSHIPS by Paul Di Stefano, CPA Issues involving the breakup of partners or shareholders can be more complex than one might consider at first blush. A break...
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EMPLOYEE OWNERSHIP OPPORTUNITIES by Carol Hammes One of the key elements in creating a team of employees dedicated to achieving agency objectives is to provide meaningful incentives...
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MUTUAL FUNDS: MODULE V-I OVERVIEW By now you've probably heard a great deal about mutual funds. So have many investment-minded members of the public. But, while ...
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NEW S CORPORATION RULING: AVOID TERMINATION TRAP by Irving Blackman Is your company an S corporation or thinking of becoming one? S corporation status is the usual choice for most closely held b...
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PERPETUATION FOR FAMILY AGENCIES by Brian Burke Gifting agency stock can be part of an estate-planning strategy. It can also be an attractive part of the perpetuation of a family...
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A sample merger agreement between two insurance agencies.
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SAMPLE CLUSTER AGREEMENT This template, developed by a leading attorney, covers all the bases. AGREEMENT made and entered into this ___ day of ____________, 19__,...
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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...
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SPECIMEN CLUSTER AGREEMENT Prepared By: DAVID A. BAKST, ESQUIRE MORRISON, MAHONEY & MILLER AGREEMENT made and entered into this ___ day of ____________, 19__, by and among the followi...