transition plan

Articles tagged with transition plan


How To Pass The Reins

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HOW TO PASS THE REINS by Sharon Cunningham Ron Hort...

Payday: What's An Agency Owner Worth?

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One of the toughest financial decisions agency owners face is how much to pay themselves. It's especially tricky for agencies with multiple principals, because it's rare that all owners make identical contributions to the organization. Deciding what's equitable compensation for each individual may cause unnecessary conflict.

THE WORLDS WORST KEPT SECRET: TRANSITION PLANNING IN INSURANCE AGENCIES by Al Diamond Agencies with Perpetuation Plans to transition management and ownership from o...

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