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https://completemarkets.com/Article/article-post/2020/HOW-TO-BUY-SELL-MERGE-OR-PERPETUATE-AN-AGENCY/
...tions available to you. Unless your CPA and attorney are specialists in agency own... agency evaluation, purchase, mergers, and business succession planning. You c...
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https://completemarkets.com/Article/article-post/2084/BE-PREPARED-WHEN-CHANGING-BANKING-PARTNERS/
...nancial statements for your agency. CPAs are used to working with bankers in t...inally appeared in The Minnesota Agent and is reproduced with permission. Ron ...
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https://completemarkets.com/Article/article-post/489/Agency-Principals-Don%E2%80%99t-Put-Off-Perpetuation-Planning/
...o seek advice from your bankers and CPAs, who can offer insights for planning ...he agency. Just as new roads are built and maps are updated, so perpetuation plans need updating as laws and people change. Don’t hesitate to ask for help — and before you know it you’ll have your...