Broker/Manager Breakout

DREAM BIGGER!  - Becky Steele, Franchise Sales Director
(Mergers & Acquisitions)

Today’s market offers a perfect opportunity to take advantage and increase your market share by Merger and/or Acquisition.  Current market conditions, plus an aging broker population with no succession plans and little or no remaining capital, offer many opportunities.  This session will cover the concept of acquisitions, explain the basic components involved and talk about the uniqueness of each deal.   We will discuss ways to identify and approach companies in your market and offer some suggestions for initial meeting discussion points and company evaluation.  Additional considerations will also be discussed with examples of options on how companies might be paid out. So whether you are in the market to grow or you are considering selling your company in the future, this workshop will give you some valuable guidance on the process.  We hope to see you there!