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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…
Sep, 2004 – A Closer look at Due Diligence
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Dec, 2007 – 10 Steps to an Internal Perpetuation Plan
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Broker Multiples Compressed. Here Is Why It Is Still a Strong Time to Sell.
Kevin Donoghue on Insurance Banter with Chris Burand. Mystic Capital co-founder Kevin Donoghue joined Chris Burand on the Insurance Banter podcast to discuss agency valuations, AI, private equity, and timing a sale. Key takeaways below. The headline most owners are reacting to Publicly traded insurance broker valuations have compressed sharply. Over roughly fifteen months, the…
Mar, 2009 – Fortify your Agency against Eroding Value
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…
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…