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At some point, every agency and agency owner must deal with the issue of perpetuation. Failure to address this issue can be disastrous in the event of the death or disability of the agency owner. Should you sell to a third party, a key employee, or a family member?
Optimum Performance Solutions can guide you through this maze and provide you with unique and creative solutions. During an all-day meeting, we will address issues such as tax implications, funding mechanisms, cash flow, and the needs of the agency, the current owners and the prospective future principals. After the meeting, a comprehensive report is drafted outlining the plan. The report can be used for carriers requiring perpetuation plans for contract purposes, bank lending, or as a roadmap to transition agency ownership.
Providing insurance professionals with the information and advice they need to make informed, intelligent decisions.