Patrick & Associates,inc.
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