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Jan, 2011 – Perpetuation Is Easy – Isn’t It?
THE BELOW ARTICLE WAS PUBLISHED IN THE JANUARY, 2011 ROUGH NOTES MAGAZINE AGENCY FINANCIAL MANAGEMENT PERPETUATING IS EASY — ISN’T IT? Several factors to consider By Robin C. Frost, ACA The population is aging and the United States is expecting to see a significant rise in the number of retired people in the coming years,…
Feb 1, 2006 – Perpetuation Matters
PERPETUATION MATTERS Agents of Westfield Insurance get a big boost in planning for the future By Elisabeth Boone, CPCU Westfield Insurance partners from around the Midwest gathered at Westfield’s Blair Conference Center, where keynote speaker Kevin Donoghue (left), along with members of a five-person panel, discussed agency perpetuation needs and options. A company that’s…
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…
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…
Jul, 2009 – Enhancing the Value of your Agency
The below article was published in the July, 2009 Rough Notes Magazine ENHANCING THE VALUE OF YOUR AGENCY By Robin Frost, ACA Nearly all of us have seen a painful deterioration in the value of our investments and retirement savings over the last year or so. Perhaps this has made you think about what you…
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…