Friday, June 3, 2016

Merging, Selling or Strategically Aligning Your General Agency: 1+1=4

Scott Tietz, CEO and Founder of Partners Advantage Insurance Services, is an industry expert on IMO and BGA mergers and acquisitions and is well known for his book, Mergers & Acquisitions 101: What All independent Marketing Organizations Need to Consider to Survive and Thrive in Today’s Changing Business Landscape.

On this special webinar Scott will share his insights on the following:
  • Merger, acquisition or strategic alliance – what’s the difference and where do you start?
  • What is the right type of organization to align with in today’s world?
  • How to access more desirable products and carrier relationships – today.
  • Bring more capital in the door to build your business.
  • Valuate your company and build value for you and your stakeholders.
  • Additional options to consider for your succession strategy.
  • Do I sell now or do I wait for a better environment?
  • Common transaction designs - share swaps, buyouts  over time and others
  • Family in the business.  Is there still a reason to discuss M&A?
Select which time works best for your schedule:
Thursday, June 9
11 a.m. CT Register Here »
Tuesday, June 14
4 p.m. CT Register Here »
Wednesday, June 23
1 p.m. CT Register Here »
Wednesday, June 29
10 a.m. CT Register Here »
Questions? Contact Scott Tietz at 888-251-5525, Ext. 103 or

*May not be representative of the experience of all agencies.

For financial professional use only. Not for use with consumers.

This presentation is for educational purposes only. The information provided should not be construed as an offer to buy or sell a security or any ownership interest in another organization by Partners Advantage Insurance Services, LLC. An offer to buy an insurance services company or other type of business entity is made by a formal written document following a due diligence period and review of the applicable laws of the appropriate jurisdiction.