CE courses are approved for NYCE credit through 11/30/19 Provider no. NYPO-100002
Oct. 29, 2019 | Reg: 8:30 AM, Class: 9 AM-4 PM
Insurance Agency Perpetuation Planning
Instructor(s): Jonathan Persky, CPA, CIC, PHR
Member rate: $125.00
Credits: 6 BR, C1, C3, LA, LB, LSB, PA, PC
Submitted for CE approval.
Agenda: N / A
Nonmember rate: $150.00
Class type: Classroom
Location: PIA Headquarters, Glenmont, NY (view directions)
Are you planning to retire someday? When? Who are you going to sell your agency to? Are you thinking about buying or merging with another agency? How will the transaction be financed and what is an agency worth? This six hour seminar will discuss the perpetuation options for insurance agency owners and how the transaction can be financed. It will also address mergers, acquisitions, shareholder agreements, methods of ownership transfer and the associated tax implications.