Join us September 25 @ 10am for a FREE webinar,
'Planning for the Eventual Transition of Your Agency'
with Carey Wallace, Founder & Consultant at AgencyFocus.
FREE for IIABL Members!
This webinar has been filed with LDI for 1 hour of CE.
September 28 @ 10am: Planning for the Eventual Transition of your Agency
Every owner will transition the ownership of their agency. In this session, we will review the many ways that agency owner can plan for the transition of their agency whether they plan to transition internally or sell externally. We will highlight the areas that an agency owner should consider when building their perpetuation plan, setting expectations for price, deal structure, and the overall process they will need to go through to ensure that they position themselves to have as many options as possible when the day comes to implement their transition plan. Your agency may be your single biggest asset, so it is critical that you create a plan for the future.