Preparing for the Future Transfer of Your Business
Whether you transfer your business to another generation of owners internally at your agency or decide on an external sale, there are many questions that need to addressed including: what kind of income do current owners need to retire well; what is the agency worth and why; do current employees or family members have the abilities and interest required to manage and grow your agency; and how do we begin the process as owners of considering our agency transfer options. These questions and more are answered.
Corporate Presenter, Consultant, and Strategist
Jonathan Dick is a presenter, consultant, and strategist specializing in issues of corporate identity and resulting applications for sales force development, long-term cultural change and sustenance, staff development, and change management. He is the lead architect and faculty member of the NASBP Sales Workshop for Surety Bond Professionals. Since 2002 Mr. Dick has worked almost exclusively with private companies undergoing long-term market and generational change to help them compete more effectively and develop new market competencies that relate to their core identity. He integrates individual giftedness and corporate identity to build new sales cultures that are sustainable and profitable.
Senior Partner, Lanigan, Ryan, Malcolm & Doyle
Kevin Doyle, CPA is Senior Partner at Lanigan, Ryan, Malcolm & Doyle with 30 years of experience working with closely-held businesses providing, tools, advice and perspective to allow clients to fulfill their vision, reach their goals and prosper. He has worked with over 300 clients in commercial construction, manufacturing, wholesale/distribution and government contracting industries. He has extensive working knowledge and experience in taxation, accounting, merger and acquisition and closely held business growth, performance and succession issues. Mr. Doyle has been an expert witness and has experience in litigation support, fraud investigation, and claims analysis. He frequently presents at local and national conferences.