To Merger, to Cluster or to Acquire?

  • August 17, 2011
  • 9:00 AM - 12:00 PM
  • BB & T Insurance Services - Fullerton

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!


Register to attend this program and receive 10% off!

Member: $60   $54 / Non-Member: $125   $112.50
Fees are Non-Refundable

Click here to download registration form OR to register online, click here.

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