Perpetuation

Don’t Leave Your Kids a Dinosaur
Brokerage Ops Don’t Leave Your Kids a Dinosaur
Make sure a fully digitized agency is part of your succession plan.
September 10, 2020
M&A Utopia
Industry M&A Utopia
Last year remained record-setting in brokerage M&A, and most signs point to more...
April 1, 2020
I'm Right, You're Wrong
Brokerage Ops I'm Right, You're Wrong
When we stop listening to others’ opinions and accepting new ideas, we miss ou...
November 26, 2019
Succession Planning Isn't Enough
Brokerage Ops Succession Planning Isn't Enough
What do you really want in life? If you haven’t considered this question as yo...
October 29, 2019
The Case for Independence
Brokerage Ops The Case for Independence
Interviews with three independent agency leaders
Sponsored By MarshBerry March 29, 2019
The Sandwich Generation’s M&A Pickle
Brokerage Ops The Sandwich Generation’s M&A Pickle
Looking to perpetuate internally? Consider the unique challenges of today’s ag...
March 27, 2019
Go Big or Get Out?
Brokerage Ops Go Big or Get Out?
Just because everyone around you is getting bigger doesn’t mean you should sto...
November 29, 2018
Are You a Blockbuster or a Netflix?
Brokerage Ops Are You a Blockbuster or a Netflix?
Read my letter to the brokerage owner of the future and see how being proactive,...
September 27, 2018
Shift Your Mindset
Brokerage Ops Shift Your Mindset
Escape the guilt of why you sell.
May 22, 2018
Affairs of Estate
Brokerage Ops Affairs of Estate
Tax reform may make you rethink your perpetuation plan.
April 30, 2018