OWNERSHIP PERPETUATION PLANNING

PERPETUATION PLANNING SERVICES

Independent insurance agency owners know that one certainty in business is the need for a successful perpetuation plan. While many owners receive offers to sell their agencies, many prefer to transfer ownership to key employees or family members. The challenge is finding the time and expertise to create and execute a plan that works.

At Patrick & Associates, Inc., we help agency owners develop and implement effective perpetuation strategies built on four critical elements: a healthy organization with strong cash flow, reasonable sellers, capable buyers, and an effective transfer mechanism.

Our services include creating a written perpetuation plan with clear goals and timelines, evaluating agency value and cash flow, assessing financing options, identifying and developing future owners, providing executive search services for key personnel, and structuring the most effective ownership transfer strategy.

The initial consultation is free. Let Patrick & Associates, Inc. help you build a successful perpetuation plan and secure the future of your agency.