There seems to be as many ways of perpetuating agencies as there are agencies. Agency Consulting Group, Inc. has been exposed to a great many methods used to minimize tax events, to establish a fair exchange between one generation and the next and to provide guarantees to the departing owners. This seminar will share many different methods. The longer sessions are conducted as a workshop that permits agencies to establish their perpetuation tools.
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- Agency Analysis
- Agency Valuation
- Asset Protection Model of Relationship Selling
- Incentive Compensation Programs
- Merger, Acquisitions & Divestitures
- Perpetuation and Succession Planning
- Producer Compensation
- Guaranteeing Payments for an Ownership Transfer
- Industry Standards for Appraising Insurance Agencies
- Strategic Planning
- Workflow Management
- Expert Witness Services
- Clustering
- Virtual Insurance Agency
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Association Seminars
- Acquisitions
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- Agency Valuation
- Asset Protection Model
- Best Practices
- Incentive Compensation Programs
- Perpetuation & Succession Planning
- Marketing Campaigns
- Producer Acquisition
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- Time Management
- Virtual Insurance Agency
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