Agency Benchmarking, Agency Valuation, Agency Analysis, Agency Automation, Agency Acquisition, Agency Sales, Agency Mergers, Expert Witness, Incentive Compensation Programs, Strategic Planning, Producer Compensation, Relationship Selling

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.