Mergers & Acquisitions: A Workshop for Insurance Agents and Bank Executives has been scheduled May 1 to 3 in Atlanta by the Council of Insurance Agents and Brokers, the American Bankers Insurance Association and Regan Consulting, an Atlanta-based financial advisor and management consulting firm. The bi-annual program, designed for agents, brokers and bank executives will be held at the Grand Hyatt Atlanta.
The event offers practical, up-to-date information on important issues to consider before buying, selling or transferring ownership in an independent insurance agency. Workshop sessions led by industry experts will address key issues relevant to the successful purchase or sale of an insurance agency, including topics such as: Valuation; deal structure; negotiation; post-deal integration; relevant tax, legal and contractual issues; and best practices relating to internal transfers of ownership industry updates.
Event attendance is limited to 125. Early registration discounts end March 31. For information or to register, call 404-233-5545 or email shirley@reaganconsulting.com.
Topics Mergers & Acquisitions Agencies
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