Agency Perpetuation & Acquisition Workshop
October 14 @ 8:30 am - 3:30 pm CDT$50.00 – $120.00
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.