insurance Consulting


Perpetuate or Sell your Agency? Making a Decision and Developing a Strategy.

Healthly  Operation: Strong Profit Margins, Diveresified Products & Services, Minimized Risk Involving Revenue Streams. 

Becoming A Reasonable Seller: Valuation/Appraisal, Financing(Agency or Direct By Seller), Timetable.

Identifying Able Buyers: Do You Have a Person(s) on Your Current Team who is  Ready, Willing and Able? Going Outside The Organization in order to Perpetuate The Agency. Compensation Issues. 

Selecting and executing an Effective Transfer Mechanism: Ownership Purchase(Rolling or Incremental purchase), Single-Event Purchases, Stock Grants, Gifting, Employee Stock Ownership Plan(ESOP), Phantom Equity, Stock Options.


Ownership Perpetuation Planning