Creating an Internal Perpetuation Strategy

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As the life cycle of a privately held insurance brokerage progresses, owners inevitably ponder “what’s next?” – knowing an eventual transition of ownership will take place. Questions begin to surface around the various routes available to preserve the firm’s legacy. Many, however, fail to consider a more crucial question: Have shareholders and/or leadership positioned the firm from a financial, cultural, and organizational standpoint that aims to maximize shareholder value and sustain the firm’s legacy?

Join Christ Darst as he explores the critical aspects of an internal perpetuation strategy including:

  • Financial Readiness: Assessing and enhancing the financial health of your firm to help ensure it is well-prepared for an internal transition.
  • Cultural Continuity: Preserving the unique cultural values and principles that define your brokerage and ensuring they are upheld during and after the transition.
  • Organizational Alignment: Structuring your organization to support a smooth internal transition, including leadership development and succession planning.
  • Shareholder Value: Strategies to help enhance shareholder value and the firm’s attractiveness to internal successors.

Don’t miss this opportunity to gain valuable insights and practical strategies to secure the future of your firm through a well-crafted internal perpetuation strategy. Register now to reserve your spot in this essential webinar!

Originally recorded September 26, 2024. Runtime = 45 minutes. 

Presented by:

Christopher Darst, MarshBerry Managing Director

 

As a Managing Director, and member of MarshBerry’s Board of Directors, Chris is actively involved in M&A services, strategic business planning, financial management consulting, valuation services, compensation consulting, and ownership perpetuation. Over the past seven years, Chris has served as the intermediary and adviser on insurance related M&A transactions totaling over $1 billion in deal value.

Chris currently maintains the FINRA Securities Industry Essentials (SIE®) Exam, in addition to the Series 62, 79 and 63 FINRA Registrations through MarshBerry Capital, LLC, the affiliated FINRA-registered Broker/Dealer of Marsh, Berry & Co., LLC.

Chris is a public speaker about the insurance industry and has been published and quoted in trade publications such as Insurance Journal, Bank Director, Credit Union Times, Rough Notes, and American Banker. He has also been featured in MarshBerry’s proprietary magazine, CounterPoint and Today’s ViewPoint blog.

For questions about this on-demand webinar, contact Marketing@MarshBerry.com