Sep, 2004 – A Closer look at Due Diligence

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…

Quit Taking Perpetuation Planning Lightly! By Jim Bethea We live in a world of procrastinators. We all remember last minute test cramming, last minute trip packing, and last minute sales budget preparations. It is just the reality of the situation, not many of us plan well in advance. But when it comes to your retirement,…

  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…

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…

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,…

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…