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Looking for a Succession Plan


We Can Help You Exit or Merge Your Business

If you’re looking to exit or merger your business, we literally wrote the book on mergers and acquisitions in our industry. This book is a must-read for any agency owner ready to explore the steps to sell an insurance agency, or grow through acquisition.

This book covers:

  • Benefits of a merger approach as a succession plan.
  • Issues to address when selecting a partner.
  • Is now a good time to buy or sell?
  • The formula to determine the correct percentage to sell.
  • Deal killers in the M&A process.
  • Calculating the correct valuation of your company.
Complete the form to request a complimentary chapter from the book, Mergers & Acquisitions 101: What All Independent Marketing Organizations Need to Consider to Survive and Thrive in Today's Changing Business Landscape by Scott Tietz, CLU.

Get the Book Now


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For Financial Professional Use Only. Not For Use With The Public.

This content is for informational and educational purposes, and is not designed, or intended, to be applicable to any person's individual circumstances. It should not be considered as investment advice, nor does it constitute a recommendation that anyone engage in (or refrain from) a particular course of action.

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