Join us to find out! In this session, Reagan Consulting will address the best practices of agencies committed to internal perpetuation in 2021.
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Reagan Consulting’s research indicates that a vast majority of agencies intend to perpetuate ownership internally. Interestingly, the economics of remaining private can trump a sale to a third-party buyer, even at today’s lofty valuations. Although internal perpetuation remains a great and preferred option for most agencies, the marketplace has changed dramatically over the past 10 years. What worked a decade ago in terms of perpetuation planning and execution may no longer work today.
When: Wednesday, November 3
2:00 pm - 2:45 pm ET
Speaker: Tom Doran, Reagan Consulting
Presented by: InsurBanc
Independent Insurance Agents of Virginia