To Merger, to Cluster or to Acquire?

3-hour CE: Course Number 265127

Agency Principals and Managers don't miss this incredible continuing education seminar on PERPETUATION PLANNING and MERGERS & ACQUISITIONS!  The Agency - Acquisition Market is "heating up"! Don't miss out on this next series presentation – TO MERGER, to CLUSTER or to ACQUIRE?

In 2011, IIABOC with Catherine Oak, Oak & Associates presented two of four series, 3 CE credits each, on Perpetuation Planning and Mergers & Acquisitions.  In April we learned about the KEY COMPONENTS of Perpetuation and Succession Planning.  In June Catherine provided the information for Agency Valuation & Budgeting in Today's Economy.  Our participants' responses continue to be overwhelmingly positive.  The consensus is-"the timing is perfect", "the material and tools are fresh and useable", and "if I had only known sooner" and "when is the next one?"

The NEXT ONE is SERIES 3, scheduled for Wednesday, August 17th, 9a-12p.  Catherine Oak, ours speaker is founder of Oak & Associates.  Catherine’s next series presentation is TO MERGER, TO CLUSTER OR TO ACQUIRE?  Included in the discussion:

•  Steps to analyze - what business combination makes sense for your agency?
•  How to determine the most important ingredient?  
•  How to define ideal candidates and attract them?
•  What information needs to be exchanged?
• Determining the financial items to review and pro forma review!
• Pros and cons of:  a merger, a cluster, an Association business plan!
• Acquisitions, what can you afford to pay and is this a good fit
• Confidentiality Agreement- what & when?

The MEETING CONTENT for your PERSONAL PERPETUATION MANUAL will be given to you at the meeting.  If you missed Series 1 or 2, DON'T MISS SERIES 3!

SEATING IS LIMITED!

Register to attend this program and receive 10% off!