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Mar, 2009 – Fortify your Agency against Eroding Value
The below article was published in the March, 2009 Rough Notes Magazine Fortify Your Agency Against Eroding Value By Christel L. Sarchet, CPA Mike was devastated. He and Steve had been friends since college. They had lost touch for a while but ten years ago, when Steve was between jobs, Mike had offered him a…
Sep 6, 2006 – SNL Financial has Q&A with Mystic Capital’s Kevin Donoghue
http://www.snl.com http://www.snl.com/Interactivex SNLFinancial One SNL Plaza, P.O. Box 2124, Charlottesville, VA 22902 Phone: 434.977.1600 News fax: 434.293.0407 snl.com © 2005, SNL Financial LC. All Rights Reserved. Proprietary and Confidential. Use limited and subject to SNL license. Q&A: Mystic Capital Advisors managing director Kevin Donoghue http://www.snl.com Reprinted from SNLFinancial September 6, 2006 By Adam Van Deusen…
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…
May 9 , 2006 – Post Spitzer, Merger Activity Picking Up, says Mystic Capital
Post Spitzer, Merger Activity Picking Up, Says Mystic Capital By Andrew G. Simpson May 9, 2006 Last year wasn’t the busiest year for mergers and acquisitions in the insurance agency and brokerage field, but as concerns over various probes of the insurance industry fade, activity is picking up. Kevin Donoghue of Mystic Capital Advisors Group,…
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,…