IIAT - Planning for an Internal Transition of Ownership in your Agency
Webcast, Remote
Thursday, November 07, 2024
9:00 AM - 10:30 AM
iCalendar
Central Standard Time
No CE Hours
Free to Members
Instructor: Carey Wallace
Over 70% of independent insurance agencies are family-owned and operated. In this session, we will cover the key things to consider when transitioning your agency internally including timing, price, sale structure, owner-held notes, and more.