Agency Perpetuation Guide
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What You Need To Know Before You Sell
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Looking to Plan the Future of Your Agency?
Even if retirement or sale of your agency is not your immediate priority, the day will eventually come, and you want to be prepared to leave your agency and employees in great hands while getting the value you deserve.
Rather Talk About It?
Schedule a complimentary 30 minute conversation to see if your business will qualify for our Alternative Risk Program.
Call me at 209-634-2929
1
Identify the Next Leaders of Your Business
How to Value Your Book of Business
2
3
Competition: The Top Performers
Execution vs Perfection
4
5
Financing: How to Pay for the Purchase
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801 Geer Rd
Turlock, CA 95380
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