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Dec, 2008 – Going for Brokers
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May, 2004 – Making mergers and acquisitions win-win deals
mayAABarticle WWW.AGENTANDBROKER.COM Few transactions are more important to agents and brokers than selling their business— or buying that of another party. For sellers, the transaction can represent an opportunity to remain in business in an improved position or the cashing in of a life’s work in preparation for retirement. For buyers, acquisitions represent the fastest…
Jul, 2008 – Know Your Buyer-Value of Reverse Due Diligence
THE BELOW ARTICLE WAS PUBLISHED IN THE JULY, 2008 ROUGH NOTES MAGAZINE AGENCY FINANCIAL MANAGEMENT SELLER BEWARE – HAVE YOU DONE YOUR DUE DILIGENCE? Underestimating the value of the due diligence process By Lorna L. Gunnersen, CPA, CVA, CPCU, CIC Mergers and acquisitions within the insurance industry over the last few years have been at…
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The below article was published in the March, 2009 Rough Notes Magazine Fortify Your Agency Against Eroding Value By Christel L. Sarchet, CPA Mike was devastated. He and Steve had been friends since college. They had lost touch for a while but ten years ago, when Steve was between jobs, Mike had offered him a…