Agency Consulting Group, Inc.
AGENCY CONSULTING GROUP, INC.
PRESENTS
SUCCESSION AND PERPETUATION – INEVITABLE FOR EVERY ONE OF US
WHO WILL BE PREPARED? WHO WILL TRY TO SCRAMBLE IN THE WEEKS, MONTHS OR YEARS BEFORE THE EVENT?
I don’t care if you are 45 and buying agencies right and left, if you’re 55 and building or maintaining your agency, or if you’re 75 and feel like you can (or have to) keep going forever. Eventually you will perpetuate your agency internally to someone who is already there or who you bring in to take over – or externally to cash out your asset value.
But as smart as you are regarding policies and coverages and the Needs Analysis for your clients and prospects, you are likely ill-equipped to navigate the complexities of internal succession or external perpetuation including the tax ramifications.
Agency Consulting Group, Inc. is uniquely placed to aid you to accomplish your personal goals regarding the business that you’ve built and nurtured.
Yes, your agency has a value – and it is certainly different to different potential successors or perpetuators.
No, you can’t just give it away.
No, it’s not worth a “multiple” of anything.
And, Yes, there are as many ways to transition an agency as there are agencies because every agency owner has a different set of requirements and goals. Just as we recommend the use of a professional agent when seeking insurance coverage, we recommend someone well versed in Valuation, Succession and Perpetuation methods to navigate the decisions that you need to make whether you are simply transitioning ownership, changing your functions and career, or moving to a different lifestyle. With over 50 years of experience in the agency system, most of it dealing with organizational issues for insurance agencies, we at Agency Consulting Group, Inc. are uniquely qualified to help you.
Call Al Diamond, President, Agency Consulting Group, Inc. at 856 779 2430 – or email to al@agencyconsulting.com ; see www.agencyconsulting.com for a full display of Agency Consulting Group, Inc. services – including Succession and Perpetuation Services.
