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Create An Exit Strategy for Your Insurance Agency

Most small businesses wait too long to plan an exit strategy. Once an exit comes into focus it’s too late to then optimize key factors like valuation, leadership succession, equity transfer, and tax optimization. To prepare for a proper exit, you must answer one question first.

Do you want to sell via a merger or acquisition… or do you want to transfer ownership to a hand-picked successor?

Complete the form on this page. Get the guide. Answer this question with clarity.

Create An Exit Strategy

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