Why You Should Consider a Staged Internal Perpetuation Strategy
Your agency is a barn find for a private equity buyer. Consider a staged internal perpetuation to create a legacy and maximize your earnings.

Your agency is a barn find for a private equity buyer. Consider a staged internal perpetuation to create a legacy and maximize your earnings.
Perpetuation (noun): the continuation, without end. Succession (noun): a following after. No matter which word you use, do you have a plan?
Independent agents Ryan Smith, Heath Patterson, Carrie Ryan and Kristin Ryan share their personal experiences with insurance agency perpetuation.
Independent agents Zuri Malick, Kyle Dean and Kali DeWitt share their personal experiences with perpetuation.
To grow your business and fill talent holes, you need to consider who will make your organization stronger before you invest in hiring and training. Use the ATM method to make sure a candidate is the right fit.
Agency principals are far more likely to succeed when they build a perpetuation plan around people, agency value, capital and time.
Is the independent insurance system prepared to fill the perpetuation gap? Industry leaders debate the issue.
Statistics indicate that 42% of the time, someone “tipping off” an employer is the No. 1 way companies maintain ethics and prevent fraud. Most are amazed that the numbers are so high. But we often fail to realize that the person committing an ethical blun