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Agency Perpetuation Workshop

April 30 in Wilmington, NC (in conjunction with IIANC)

IIABSC is offering a six-hour Agency Perpetuation Workshop in partnership with Live Oak Bank and IIANC. It will be held April 30 at the Live Oak Bank building in Wilmington, N.C.

Whether you are the sole owner of your agency or have a partner, you should attend this class. If you are a buyer or potential agency buyer, you should attend this class.

All agency owners need to consider what will happen to the agency in the event of their death, disability or retirement.  Should you sell it to a family member, an employee, your partner, or someone else?  How much should you expect to be paid?  What’s the process and when should you get started?  Do you have a comprehensive Shareholders’ Agreement?

If you are thinking about buying an agency, you need to understand the seller’s perspective, the items you should consider in making an offer, and what data you need to collect.

All these issues and more will be addressed in this informative six hour session. ​

Instructor:  Jon Persky, CPA, CIC, PHR

Agency Perpeuation Workshop
Wilmington, NC
April 30
​6 hrs. P&C credit 

Only time offered in 2019!​