Starting, Buying, Selling, and Perpetuating Insurance Agencies

Starting, Buying, Selling, and Perpetuating Insurance Agencies is a valuable resource for insurance agency owners who wish to improve a perpetuation plan, purchase or merge with an agency, or sell an existing agency. This guide can also assist an experienced insurance professional in starting an insurance agency from scratch. Because of the many considerations and complexities associated with any of these actions, this book includes survey results and exhibits that are helpful in successfully planning, implementing, and/or negotiating the necessary steps and transactions. Practical legal agreements, worksheets, and checklists are key features.   This book, authored by Jon Persky, CPA, CIC, PHR, explains how to plan for starting an agency from scratch. It covers how to evaluate other agencies for purchase and the financial details that accompany agency acquisitions. This guide discusses the reasons for selling an agency and the financial implications of such a sale. This book also discu