https://completemarkets.com/Article/article-post/2009/SELLING-YOUR-AGENCY-ASSET-vs-STOCK-SALE/
Selling Your Agency: Asset Vs Stock Sale
SELLING YOUR AGENCY: ASSET vs STOCK SALE by Gary Jacobson, JD, ...solutions to the problems involved in stock sales. Gary E. Jacobson...
https://completemarkets.com/company/CompleteMarkets/Articles/content-package/IMMS-Library/TabCategory/article-post/2070/ASPECTS-OF-PERPETUATION-MANAGEMENT/
... you recommend this company? 2. What about this company do you like/dislike? 3. Why did you choose this rating? Submit This Anonymously Submit Cancel Contact Us contact_phone Click to call Unfollow First name: Last name: Email: Are you sure you want to deactivate your CompleteMarkets Company Profile Deactivate Cancel Loading.. About Us Services Jobs PR Newsletters Employees Articles Blog Photos Group Connections Reviews IMMS Library Immerse yourself in our stacks. Take some time and browse through our library. We have thousands of articles, checklists, tip sheets, sales letters, and more! Communications Marketing Customer Service Planning Finance/Accounting Risk Management Human Resources Selling Legal and E&O Technology Life/Financial Services Glossaries Management Resources & Links Categories Popular Recent All Back Aspects Of Perpetuation Management 4/30/2013 ... 43:49 PM by CompleteMarkets Editor , Catherine Oak This content has not been rated yet. ASPECTS OF PERPETUATION MANAGEMENT by Catherine Oak and Bill Schoeffler Most agency owners do not have a structured plan to perpetuate their lifetime's work-the firm. It would be safe to say that at least 90% of independent agencies or brokerages have not defined a strategy to buy out the majority shareholders, or even the stock of the minority owners, unless there is death or disability. In the event of death or disability, most firms have a buy/sell agreement funded by Life insurance to finance the corporation's buyout of the owner's stock. Retirement is sometimes addressed in the buy/sell agreement, but cannot be funded by Life insurance. Most buy/sell agreements that were established by the attorneys years ago ...
https://completemarkets.com/Article/article-post/2448/The-Esop-As-A-Vehicle-For-Selling-An-Interest-In-An-Insurance-Agency/
...gislation authorizing the Employee Stock Ownership Plan (ESOP), which incorpor... that their ESOP holdings in employer stock be repurchased by the employer or ...
https://completemarkets.com/Article/article-post/947/IS-EMPLOYEE-OWNERSHIP-RIGHT-FOR-YOUR-AGENCY-PART-II/
...ncy ownership incentives: Phantom stock and vesting in a book of business. PHANTOM STOCK/PERFORMANCE UNITS When such third p...ch will then be convertible to agency stock at fair market value when both th...
https://completemarkets.com/Article/article-post/2387/Why-Your-Agency-Stock-May-Be-Your-Best-Investment/
Why Your Agency Stock May Be Your Best Investment
Insu...ction' wipes out $1 or $2 trillion in stock market value in a single day, your agency stock will remain largely unaffected. Gi...
https://completemarkets.com/Article/article-post/2714/Be-Wise-When-Managing-Your-Finances/
...hen managing your finances:
Buy stocks and start trading
A way to manage your finances is to invest in the stock market. However, before you venture into the world of the stock market, you need to read a lot of inf...ow your money, start investing in the stock market. Always remember that if yo...
https://completemarkets.com/Article/article-post/2147/TAX-IMPLICATIONS-OF-BUYING-AND-SELLING-AGENCIES/
...ays to sell an agency: Either as a stock purchase or an asset purchase. Based ...rporation, and later consider doing a stock swap to mitigate the tax impact to...
https://completemarkets.com/Article/article-post/2383/The-Revenge-Of-The-Buggy-Whip-Maker/
...eversal of fortune, private broker stocks have outpaced publicly traded stocks since 1994 (which, incidentally was ... Given the recent bloodbath in the stock market, many investors are being f...
https://completemarkets.com/Article/article-post/312/Dont-Get-Burned-In-The-Overheated-Acquisition-Market/
...nything.
SHOULD YOU CONSIDER A STOCK DEAL?
Taking a buyer's stock for your agency might result in defer...llapse, but as Wall Street has shown, stock prices can climb only so high befo...
https://completemarkets.com/Article/article-post/2070/ASPECTS-OF-PERPETUATION-MANAGEMENT/
...majority shareholders, or even the stock of the minority owners, unless there ... purchase, deferred compensation, and stock redemption. Oak & Associates assis...