Agency Perpetuation Playbook - Session 3: Finding the Right Fit: Buyer, Seller and Successor

Webinar  
Tuesday, November 03, 2026 12:00 PM - 12:50 PM   iCalendar Central Standard Time

Members Only

Free

No CE

A good deal takes more than good numbers. Explore how leadership, culture, expectations and long-term goals can determine whether a buyer and seller are truly a fit. 

You’ll learn how to: 

  • Evaluate a buyer, seller or successor 
  • Identify cultural and leadership alignment 
  • Spot red flags and deal-breakers early 
  • Clarify future roles and expectations 
  • Know when it may be better to walk away 
     

Webinar  


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Agency Perpetuation Playbook - Session 3: Finding the Right Fit: Buyer, Seller and Successor
Members OnlyFreeNo CEA good deal takes more than good numbers. Explore how leadership, culture, expectations and long-term goals can determine whether a buyer and seller are truly a fit.You’ll learn how to:Evaluate a buyer, seller or successorIdentify cultural and leadership alignmentSpot red flags and deal-breakers earlyClarify future roles and expectationsKnow when it may be better to walk away
November 03rd, 2026
12:00 PM
November 03rd, 2026
12:50 PM
Central Standard Time
Webinar