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Exit & SUCCESSION Planning
Successor evaluation, recruitment and successor team coaching.
Transaction design
Determining whether passive ownership, internal or external sale will best achieve your goals.
agency VALUATION
Understanding the current value of your agency for multiple purposes.
Passive ownership design
Key person insurance
Understanding the importance of proper and adequate insurance coverage… just in case.
Exit Planning guides your decision making to get you where you want to be. Getting you and your agency ready to make a successful transition.
Exit Planning protects you, your agency and your team. To exit in style, you need the best plan for YOU.
We’ll show you five essential keys to successfully selling your agency to a senior, insider team
You’ve worked so hard to build an agency. Yet, maybe it’s time to capitalize on your life’s work.
