Succession Planning

Many owners think that having a perpetuation plan is something that only older agency owners need to worry about, but the reality is that every agency owner needs to have a plan in place.

Five years ago, Dop’s grandfather passed away, helping her realize that “family is one of the most important things,” she says. The thought drew her into the family agency at a time in her life when she was about to get married and start a family of her o

A time will come when agency owners must decide whether they will sell externally to a third-party buyer or sell internally to family or key stakeholders.

Katelyn Aitken Meyer, from Aitken & Ormond Insurance, discusses her expanding role from accounting to overall agency operations and IT, as well as tips for keeping family drama at bay.

Avery Moore, owner of ECI Insurance, and Scott Freiday, division director at InsurBanc, dig into the intricacies of financing an independent insurance agency.

When well-conceived and well-executed, a succession plan will allow you to enjoy retirement while leaving your business and clients in good hands.

Jim Schubert, CEO of Southern States Insurance in Alpharetta, Georgia, interviews Sarah Brown, president and CEO of Keller Brown Insurance Services in Shrewsbury, Pennsylvania, about perpetuating her parent’s independent insurance agency and how the pande

By leveraging resources to ensure their agencies continue to thrive, agents can spend more time doing what matters most: advising their clients and training the next generation.

The COVID-19 pandemic may make planning your exit look more appealing than ever.

Don’t be afraid to do old things in brand new ways, invest in education, and other lessons from over two decades in the industry.