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Agency Perpetuation & Acquisition Workshop

October 14 @ 8:30 am - 3:30 pm CDT

$50.00 – $120.00

Jon Persky

Jon Persky, CPA, CIC, PHR

Whether you are looking to buy an agency or sell your agency at some point in the future, this workshop is for you!

  • All agency owners need to consider what will happen to the agency in the event of their death, disability, or retirement.
  • Should you sell to a family member, an employee, your partner? How much should you expect to be paid? What’s the process and when to start? Tax implications?
  • Do you have a comprehensive Shareholders’ Agreement?
  • If you are buying an agency, you need to understand the seller’s perspective, offer considerations, and what data to collect.

Cost: PIA Members with Engage registration $50, PIAW Member $100, Non-member $120. Includes lunch, break items, and course materials.

Sponsored by

Live Oak Bank

Details

Date:
October 14
Time:
8:30 am - 3:30 pm CDT
Cost:
$50.00 – $120.00
Event Categories:
,

Organizer

Brenda Steinbach
Phone:
608-274-8188
Email:
BSteinbach@piaw.org
View Organizer Website

Other

Course#
6000096780
CE Credits
6
Total Credits
6

Venue

Hilton Garden Inn – Sun Prairie
1220 South Grand Ave
Sun Prairie, WI 53590 United States
+ Google Map
Phone:
608-856-4500
View Venue Website

Tickets

The numbers below include tickets for this event already in your cart. Clicking "Get Tickets" will allow you to edit any existing attendee information as well as change ticket quantities.
Agency Perpetuation & Acquisition Workshop Member - With Engage 2021 Registration - 10-14-21
$ 50.00
Unlimited
Agency Perpetuation & Acquisition Workshop - Member - 10-14-21
$ 100.00
Unlimited
Agency Perpetuation & Acquisition Workshop - Non-Member - 10-14-21
$ 120.00
Unlimited