The Academy of Producer Insurance Studies has published “Maximizing Agency Value II: Buying, Selling and Perpetuating Insurance Agencies.” The publication is an update of its predecessor, “Maximizing Agency Value” by author Jon Persky.
The publication has more than 200 pages of analysis along with a number of tables, checklists, questionnaires, worksheets, letters, tax forms, and agreements. The Academy surveyed more than 800 agency owners on their perpetuation planning and purchase of other agencies, and incorporated these most recent results into the explanations, analyses, and exhibits.
A CD of the agreements, worksheets, letters and checklists in Microsoft Word and Excel formats is included with the new publication.
For more information on the publication and how to order it, visit www.scic.com or call 800-526-2777.
Was this article valuable?
Here are more articles you may enjoy.