ACG - Agency Consulting Group

Perpetuation and Succession Planning

There seems to be as many ways of perpetuating agencies as there are agencies. Agency Consulting Group, Inc. has been exposed to a great many methods used to minimize tax events, to establish a fair exchange between one generation and the next and to provide guarantees to the departing owners. This seminar will share many different methods. The longer sessions are conducted as a workshop that permits agencies to establish their perpetuation tools.