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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…
Aug, 2002 – Quit Taking Perpetuation Planning Lightly!
Quit Taking Perpetuation Planning Lightly! By Jim Bethea We live in a world of procrastinators. We all remember last minute test cramming, last minute trip packing, and last minute sales budget preparations. It is just the reality of the situation, not many of us plan well in advance. But when it comes to your retirement,…
Mar, 2008 – Fastest Road to Overpayment-Underestimating the Due Diligence Process
The below article was published in the March, 2008 Rough Note Magazine THE FASTEST ROAD TO OVERPAYMENT Underestimating the value of the due diligence process By Kevin W. Smith, CPA For the past several years, there have been over 200 consummated mergers annually in the insurance industry. Among other factors, the consolidation has been fueled…
Dec, 2007 – 10 Steps to an Internal Perpetuation Plan
10stepperpetuationplan
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…
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…