Determining Your Path:
Selling to a Strategic Buyer
Watch this session
on demand for $249
For firms looking to chart their own succession path, there are numerous options available. One compelling option is selling to a strategic buyer.
If you're considering selling your insurance agency or brokerage, join James Graham as he explores the current merger & acquisition (M&A) market.
Key topics covered in this session include:
- Navigating the Complexities: Exploring the intricacies of the selling process and methods for effective management.
- Leveraging Expert Advice: Utilizing the expertise of experienced M&A advisors to help enhance financial outcomes.
- The Transaction Process: Examining critical aspects of the transaction process to facilitate a smooth and successful sale.
Register today to gain valuable insights to facilitate a smooth and successful sale and help secure the future you envision for your business.
Originally recorded July 25, 2024. Runtime = 43 minutes.
Presented by:
James Graham, MarshBerry Director
James Graham joined MarshBerry in 2015 and is a member of MarshBerry’s Financial Advisory team in its Dana Point, California office. James’ expertise includes merger and acquisition advisory, capital raising, business valuation, perpetuation & succession planning, and strategic planning.
James provides his clients with customized financial & capital strategies to help them accomplish their goals. James is also a facilitator for MarshBerry’s Connect Network and actively publishes articles relevant to the insurance distribution marketplace.
For questions about this on-demand webinar, contact Marketing@MarshBerry.com