This webinar presentation was delivered by our partner Michael Mensch through Oak Street Funding in October of 2013. If you are thinking of selling your insurance agency within the next 3-5 years, then this short discussion is of critical importance to you. The presentation is approximately 40 minutes and discusses:
1. Attributes of a successful exit from an insurance agency or brokerage.
2. Visualizing what a successful exit might look like for you.
3. Detailed steps you should take in advance.
4. Case studies of real world agency sale transactions.