Perpetuation Planning

Changes come with challenges, and when you're trying to purchase or sell an insurance agency, that is a large change indeed. 

Your retirement plan might involve sitting on a beach, renovating your house, or spending a lot of time with the grandkids, but does your business have a retirement plan? 

You're making the leap. You've put your insurance agency up for sale. You might be moving, retiring, or looking for a job outside the realm of insurance jobs

Are you thinking of selling your insurance agency? Whether you're retiring, moving on to other insurance jobs, or simply getting out of the business of insurance, you have a lot to think about. 

Buying a business can be a trying experience, especially if it's your first time doing so. Whether you're looking for insurance jobs and decide to strike out on your own or you have a successful insurance agency and you want to expand, there are many factors to consider before you buy an existing insurance agency.

Are you thinking of buying an insurance agency? Whether it's your first foray into the insurance field or you're considering expansion, purchasing an agency is a huge investment of time, energy, and funds. 

According to PricewaterhouseCoopers, there is an increasing need for the insurance industry to become more dynamic, due to changing demands from customers and innovations in technology.

You've put years of your life into building your agency. Have you decided who it will go to when you are ready to retire?