insurance agency perpetuation Archives - Agency Brokerage Consultants

Perpetuating your agency or brokerage: How much time should you expect?

Michael Mensch2020-09-13T18:17:53-04:00July 4th, 2014|

With the recession of 2008 slowly fading from memory and most agencies on the pathway of revenue growth, many principals in the 55+ age group are again thinking about working a perpetuation plan. Just within the last few months, I [...]

Suggestions for Minimizing Personnel Issues during the Sale of an Insurance Agency

Michael Mensch2020-09-13T18:04:59-04:00December 18th, 2013|

A concern was raised recently about whether or not a buyer should be able to interact with employees of the seller during the due diligence process of an M&A transaction. My reaction is that it is generally unwise for the [...]