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Mar, 2008 – Fastest Road to Overpayment-Underestimating the Due Diligence Process
The below article was published in the March, 2008 Rough Note Magazine THE FASTEST ROAD TO OVERPAYMENT Underestimating the value of the due diligence process By Kevin W. Smith, CPA For the past several years, there have been over 200 consummated mergers annually in the insurance industry. Among other factors, the consolidation has been fueled…
Dec, 2007 – Get Serious About Your Perpetuation Plan
THE BELOW ARTICLE WAS PUBLISHED IN THE DECEMBER, 2007 ISSUE OF ROUGH NOTES MAGAZINE. IT IS POSTED WITH PERMISSION OF THE ROUGH NOTES COMPANY. AGENCY FINANCIAL MANAGEMENT GET SERIOUS ABOUT YOUR PERPETUATION PLAN Unrealistic expectations can doom internal perpetuation plan By Kevin P. Donoghue, CFA, CPA The 75 million Americans who are part of the…
Sep, 2009 – Navigating the Winds of Change
The below article was published in the September, 2009 Rough Notes Magazine NAVIGATING THE WINDS OF CHANGE By Christel L. Sarchet, CPA & Robin C. Frost, ACA Have you been giving some thought as of late to changing the direction of your agency? Is the driver of this line of thought expansion, perpetuation, reducing management…
Feb, 2002 – Keep Your Agency off the Road to Ruins
Keep Your Agency off the Road to Ruins By Mathew K. Klossner Renowned 19th Century Writer and Humorist Josh Billings once said, ìThe road to ruins is always in good repair, and the travelers pay the expense of it.î If you are not properly managing your agency and its expenses, you may be sending your…
May 9 , 2006 – Post Spitzer, Merger Activity Picking Up, says Mystic Capital
Post Spitzer, Merger Activity Picking Up, Says Mystic Capital By Andrew G. Simpson May 9, 2006 Last year wasn’t the busiest year for mergers and acquisitions in the insurance agency and brokerage field, but as concerns over various probes of the insurance industry fade, activity is picking up. Kevin Donoghue of Mystic Capital Advisors Group,…