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10 Views· 24 February 2021

Customize the Sale of Your Agency in 5 Steps


Michelle O’Connor
Subscribers

Your insurance agency and your exit planning are unique to your goals. How that looks and feels is different for every insurance agency principal and it should be. There are so many things to consider. The most important thing is for you to transition your business on your terms. Join us for this informative webinar customizing the sale of your agency as we discuss:

1. What is your transition timeline?
2. How much involvement you would like to have in the agency after the sale?
3. Do you have employees you would like to transition in the sale?
4. Get creative with payment terms that meet your needs.
5. How do you find a buyer that matches your goals?

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