Is your insurance agency ready for the future? In this episode of Build Your Legacy: Insurance Edition, we unpack the essential steps to creating a smart perpetuation plan—before it’s too late.
- Why agencies fail to plan—and how that costs them
- Key factors that determine your agency’s true value
- How to prepare your agency for sale or internal succession
- What buyers look for and how to stay in control of your exit
- Creating transparency through financials and operations Whether you’re five years from retirement or just thinking ahead, the best time to start planning is now.
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