Agency Perpetuation and Acquisition Workshop

Start Time/Date: 9:00 AM Tuesday, October 9, 2018
End Time/Date: 4:00 PM Tuesday, October 9, 2018

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Agency Perpetuation and Acquisition Workshop:  Agency Succession Planning, Financing, Valuation and Mergers & Acquisitions: 

Are you planning to retire someday? When? Who are you going to sell your agency to? Are you thinking about buying or merging with another agency? How will the transaction be financed and what is an agency worth?

This seminar will discuss the perpetuation options for insurance agency owners and how the transaction can be financed. It will also address mergers, acquisitions, shareholder agreements, methods of ownership transfer and the associated tax implications. 
Jon Persky will be your host and instructor. Jon graduated from Duquesne University, holds an MBA in Finance from the University of Pittsburgh, is a Certified Public Accountant, a Certified Insurance Counselor, and a Professional in Human Resources.  He has spent the majority of his professional career in the insurance industry in positions such as Controller, Chief Financial Officer, and Personnel Director. The agencies Jon has been associated with range from a large commercial lines agency to a 35-location non-standard specialty auto agency. As a national faculty member of the Society of Certified Insurance Counselors for over 20 years, Jon is the Society's exclusive lecturer on Perpetuations, Mergers & Acquisitions, and Agency Valuations. He facilitates these topics as well as many others at Graduate Studies Ruble Seminars and Agency Management Institutes countrywide.  Jon is also the author of three books on agency perpetuation, including: Starting, Buying, Selling, and Perpetuating Insurance Agencies. 
This seminar is approved for 6 hours of CE in Mississippi (#19047)  
Attendees will be on their own during lunch.
The registration cost is $99
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