[POSTPONED] Agency Perpetuation Planning

Description

THIS COURSE IS BY INVITATION ONLY FOR AGENCY PRINCIPALS AND UPPER LEVEL MANAGEMENT. 

Topics will include:

• Five Methods of Perpetuation
• Why Sell a Business?
• Getting Ready to Sell a Business
• Buying a Business
• Valuation Methodology
• Making/Financing the Deal
• And much, much more!

This course qualifies for 6 hours of general producer continuing education credit.

Instructor Bio

This course is taught by Jon Persky of Optimum Performance Solutions in Tampa, Florida. Mr. Persky holds an MBA in Finance from the University of Pittsburgh, is a Certified Public Accountant, a Certified Insurance Counselor, and a Professional in Human Resources. As a national faculty member of the Society of Certified Insurance Counselors for over 20 years, Jon is the Society’s exclusive lecturer on perpetuations, mergers & acquisitions, and agency valuations.