Be Productive and Exit in Style
If a business owner wants to exit a business in style, the owner must grow free cash flow. That means they must consistently grow the profit. Be Productive and Exit in Style will give you 5 of the most powerful productivity improvements an insurance agency can implement.
These 5 items will dramatically increase the chance of successful internal perpetuation and increase the return for the owner.
Bringing Kids Into the Business
Bringing Kids Into the Business is a document that explains the rules for success in a parent/child working relationship, as well as some of the problems that may occur.
Plan On It!
Everyone will eventually leave his or her business. Most agency owners are aware that detailed planning will give them the best chance of decreased taxes, improved value, and higher probability of meeting personal goals. However, most don’t take the time to plan. Plan On It! provides actionable steps you can take as you consider your perpetuation plan.