stockholders

Articles tagged with stockholders


BANKS AND P/C AGENCIES REALITY CHECK PART II: MEET THE PEOPLE CHALLENGE by Chris Burand Do bank stockholders benefit from acquisitions of P/C agencies? The answer? Yes, if t...

BANKS AND P/C AGENCIES REALITY CHECK PART III: IMPLEMENT THE PLAN by Chris Burand Do bank stockholders benefit from acquisitions of P/C agencies? The answer? Yes, if there...

BANKS AND P/C AGENCIES REALITY CHECK PART IV: BUYER, BEWARE! by Chris Burand Do bank stockholders benefit from acquisitions of P/C agencies? The answer? Yes, if there...

BANKS AND P/C INSURANCE AGENCIES REALITY CHECK PART I: DO YOUR DUE DILIGENCE by Chris Burand Do bank stockholders benefit from acquisitions of P/C agencies? The answer? Yes,...

Create Wealth By Sharing It

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CREATE WEALTH BY SHARING IT by John Jaques Over the last several years, I've noticed that higher-value, faster-growing, and superior-profit agencies have a strong willingness to sh...

Esops

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ESOPS WHERE IS YOUR COMPANY GOING? Dear (Customer Name): Do you have a perpetuation plan in place specifying what will happen to the company when you retire, or should something happen to...

Is Customer Loyalty Dead?

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IS CUSTOMER LOYALTY DEAD? by JoAnna Brandi When an agency meets some or all of our expectations we usually say that we're satisfied. When an agency goes a few steps further ...

Legal Outline For California Agencies - Chapter 1

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LEGAL OUTLINE FOR CALIFORNIA INSURANCE AGENCIES CHAPTER ONE FORM OF ORGANIZATION CHOICE OF A LEGAL FORM OF AGENCY OPERATION - PROPRIETORSHIP, CLUSTER OF INDIVIDUALS, PARTNERSHIP, OR COR...

New S Corporation Ruling: Avoid Termination Trap

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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...

Ownership, Perpetuation, And Management

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OWNERSHIP, PERPETUATION, AND MANAGEMENT by John Jaques The succession of ownership and management for your organization for the mid and long term is as important to your firm as ...

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