Similar Posts
Sep 6, 2006 – SNL Financial has Q&A with Mystic Capital’s Kevin Donoghue
http://www.snl.com http://www.snl.com/Interactivex SNLFinancial One SNL Plaza, P.O. Box 2124, Charlottesville, VA 22902 Phone: 434.977.1600 News fax: 434.293.0407 snl.com © 2005, SNL Financial LC. All Rights Reserved. Proprietary and Confidential. Use limited and subject to SNL license. Q&A: Mystic Capital Advisors managing director Kevin Donoghue http://www.snl.com Reprinted from SNLFinancial September 6, 2006 By Adam Van Deusen…
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…
Dec, 2007 – 10 Steps to an Internal Perpetuation Plan
10stepperpetuationplan
Jan, 2010 – Exploring the sale of your Insurance Wholesale Brokerage
THE BELOW ARTICLE WAS PRINTED IN THE JANUARY, 2010 ROUGH NOTES MAGAZINE AGENCY FINANCIAL MANAGEMENT EXPLORING THE SALE OF YOUR WHOLESALER The acquisitions market is not robust, but it’s improving By Allen M. Go, CFA If you are an MGA, MGU, or program administrator owner, the thought might have run across your mind as to…
Dec, 2008 – Going for Brokers
goingforbrokers