Agency Perpetuation Playbook - Session 5: Closing the Deal, Starting the Next Chapter

Webinar  
Tuesday, November 03, 2026 2:00 PM - 2:50 PM   iCalendar Central Standard Time

Members Only

Free

No CE

Signing the deal is not the finish line. Learn how to manage the leadership handoff while protecting employee, client and carrier relationships. 

You’ll learn how to: 

  • Build a realistic transition timeline 
  • Communicate with employees and clients 
  • Transfer relationships and critical knowledge 
  • Define the seller’s future role 
  • Establish clear decision-making authority 
  • Plan the first 90 days after ownership changes

Webinar  


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Agency Perpetuation Playbook - Session 5: Closing the Deal, Starting the Next Chapter
Members OnlyFreeNo CESigning the deal is not the finish line. Learn how to manage the leadership handoff while protecting employee, client and carrier relationships.You’ll learn how to:Build a realistic transition timelineCommunicate with employees and clientsTransfer relationships and critical knowledgeDefine the seller’s future roleEstablish clear decision-making authorityPlan the first 90 days after ownership changes
November 03rd, 2026
2:00 PM
November 03rd, 2026
2:50 PM
Central Standard Time
Webinar