Next month's workshop on Agency Perpetuation
July 21 in Columbia
Whether you are the sole owner of your agency or have a partner, 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. What are your options? How do you get the process started?
Maybe you’re looking to sell your agency at some point, or perhaps you are a potential agency buyer, you should attend this class. How do you understand the perspective of the other side? What data do you need to collect?
Join us at the IIABSC offices on July 21 as Jon Persky, one of the country’s top Agency Management Consultants, answers these and any other questions you may have to help you maneuver through this important process. There will also be representatives on site from United Midwest Bank to discuss possible financing options if you are interested or to answer your financing questions.
Lunch is provided and the workshop is approved for six hours of P&C CE credit.
Agency Perpetuation Planning Workshop
IIABSC Office in Columbia
6 hrs. P&C, includes lunch
Led by Jon Persky, CPA, CIC, PHR