The MetroSouth Independent Insurance Agents Association is offering a free webinar in April for those independent agents contemplating the sale of their agency. The event, sponsored by Norfolk & Dedham and will feature Jane Jonson as the speaker.
Fast facts on the free webinar:
Date: Wednesday, April 7, 2021
Time: 12:00-1:00PM
Location: Zoom Webinar
Speaker: Jane Johnson
Attend our webinar to learn how to improve your chances of selling, as well as other exit options you may have.
Whether you are planning to sell your business to insiders or to a third party, in 5 months or 5 years, creating a Business Ownership Transition Plan (BOTP) is a critical step toward achieving your goals.
In this webinar, we will discuss a six-step process that you can use to:
- Prepare yourself for the transition
- Calculate your “Wealth Gap” or how much money you will need from the transaction
- Determine how much your business is worth and how to maximize its value
- Analyze your options for both internal and external transfers
- Understand the selling process and how to minimize taxes and advisory fees
- Create a written document that outlines your transition path and what you must do to succeed
Planning early will ensure a positive outcome and the preservation of key relationships, as well as peace of mind. Don’t wait until a prospective buyer knocks on your door or a key employee walks out! Let us show you what you need to do to improve your chances for achieving all of your exit goals. To register for this event, please contact Sheron Gagnon at (508) 634-7378.
