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Spotlight on Insurance M&A
Today, Property & Casualty, Employee Benefit, and Wholesale agencies face a number of unique strategic challenges. Handling these correctly leads to growth and success; ignoring them leads to disaster. Understanding how to successfully execute mergers & acqusisitons, internal perpetuation, and accessing capital are critcal to gain a competitive advantage during these turbulent industry conditions. Now you can gain insights into all of this-all in one day.
The sessions include valuable insight for both the P&C and benefits broker, including new sections on the future role of the benefits broker, the changing regulatory landscape, and legal issues related to M&A.
TOPICS TO BE COVERED:
- Economic and Industry Overview
- M&A Review and Outlook for the Future
- Understanding Agency Valuation
- Buying or Selling – Effective M&A Strategies
- Transaction Pricing, Earn Outs, and Deal Structure
- Understanding the Legal Process in an M&A Transaction
- Obtaining Private Equity Funding and Other Non-Traditional Capital Sources
- Perpetuation and ESOP Strategies
- Healthcare Reform and Compliance Update
- Employee Benefit Strategies
Substitutions & Cancellations:
Substitutions may be sent at any time. All cancellations must be received in writing at least 21 days prior to the event in order to receive a refund or letter of credit. All refunds are subject to a $175 administration fee. No refunds or letters of credit will be issued for cancellations made within 21 days of the start of the event. Price includes 2011 Insurance Agency Mergers & Acquisitions and Growth Strategies book- a $285 Value!