Determining the Right Path for Perpetuation

June 8, 2023
1:00 - 1:45 PM ET

For firms who are looking to carve their own path — there are more options than just buying or selling your firm. During this session, MarshBerry will lead an exploration of the paths available to firms in today’s marketplace and provide guidance on how you can stay competitive.

Presented by Kyle Hoeft, MarshBerry Vice President 

Kyle joined MarshBerry in 2010 and currently serves as a Vice President. Kyle focuses on merger and acquisition (M&A) advisory, financial management consulting and valuation services. Within MarshBerry’s Financial Advisory division, Kyle’s primary responsibilities include deal execution on both buy side and sell side transactions, due diligence, deal negotiation, acquisition analysis, and integration planning. He also contributes to MarshBerry’s financial management consulting division and his responsibilities include internal perpetuation planning, insurance firm valuations, business planning, compensation structuring, and organizational development.

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