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Jul, 2008 – Know Your Buyer-Value of Reverse Due Diligence
THE BELOW ARTICLE WAS PUBLISHED IN THE JULY, 2008 ROUGH NOTES MAGAZINE AGENCY FINANCIAL MANAGEMENT SELLER BEWARE – HAVE YOU DONE YOUR DUE DILIGENCE? Underestimating the value of the due diligence process By Lorna L. Gunnersen, CPA, CVA, CPCU, CIC Mergers and acquisitions within the insurance industry over the last few years have been at…
Jun, 2010 – Case for Selling in 2010
june2010caseforselling
Sep, 2009 – Navigating the Winds of Change
The below article was published in the September, 2009 Rough Notes Magazine NAVIGATING THE WINDS OF CHANGE By Christel L. Sarchet, CPA & Robin C. Frost, ACA Have you been giving some thought as of late to changing the direction of your agency? Is the driver of this line of thought expansion, perpetuation, reducing management…
Jul, 2009 – Enhancing the Value of your Agency
The below article was published in the July, 2009 Rough Notes Magazine ENHANCING THE VALUE OF YOUR AGENCY By Robin Frost, ACA Nearly all of us have seen a painful deterioration in the value of our investments and retirement savings over the last year or so. Perhaps this has made you think about what you…
Jan 29, 2002- Insurance Mergers and Acquisitions – chronicling the industry’s restructing
IMA012901rep_Q&A SNLFinancial 321 East Main Street, P.O. Box 2124, Charlottesville, VA 22902 Phone: 804.977.1600 Fax: 804.977.4466 snl.com © 2002, SNL Financial LC. All Rights Reserved. Proprietary and Confidential. Use limited and subject to SNL license. Q&A . . . . . . . . . . . . . . . . . . ….
Feb, 2002 – Keep Your Agency off the Road to Ruins
Keep Your Agency off the Road to Ruins By Mathew K. Klossner Renowned 19th Century Writer and Humorist Josh Billings once said, ìThe road to ruins is always in good repair, and the travelers pay the expense of it.î If you are not properly managing your agency and its expenses, you may be sending your…