Buyers & Sellers Today & Structuring a Transaction

  • October 18, 2011
  • 9:00 AM - 12:00 PM
  • BB & T Insurance Services - Fullerton

3-hour CE: Course Pending approval with the CA DOI

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 – BUYERS & SELLERS TODAY & STRUCTURING A TRANSACTION.

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.  In August, we learned all there is to know about Merging, Clustering and Acquiring an agency. 

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 and FINAL PROGRAM is SERIES 4, scheduled for Tuesday, October 18th, 9a-12p.  Catherine Oak, ours speaker is founder of Oak & Associates.  Catherine’s next series presentation is BUYERS & SELLERS TODAY & STRUCTUING A TRANSACTION.  Key topics covered will be:

  • Who Are the Buyersand Sellers?
  • Trends in Agency Value & Buying Today
  • The Review Process / Compatibility Analysis
  • Structuring Transactions
  • Due Diligence

The MEETING CONTENT for your PERSONAL PERPETUATION MANUAL will be given to you at the meeting.  If you missed Series 1, 2 or 3... DON'T MISS SERIES 4!


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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