Perpetuation Planning
Too often perpetuation is viewed simply as a stock transaction. At MarshBerry, we see
perpetuation as a continuous initiative that enables the smooth transition of three equally
important elements: leadership, relationships and ownership. Our Perpetuation Planning
services address all three during our strategy session and comprehensive plan.
Perpetuation Strategy Session
Offered independently or in conjunction with a comprehensive plan, this well-structured
single-day meeting is designed to arm your executive team with the knowledge and insight
necessary to design and execute a successful perpetuation plan. In order to maximize our
time together, we work closely with your executives to learn as much as possible about your
agency before we meet. The first half of the one-day meeting addresses external market
factors that influence perpetuation including:
- Insurance and economic environment
- Financial and operational targets for successful perpetuation
- Best practices sales management initiatives
- Legal and contractual considerations
- Valuation techniques
- Methods of stock transfer
The second half of the day dissects your agency’s internal ability to perpetuate by addressing:
- The alignment of shareholder and organizational financial objectives
- Identification and development of viable perpetuation candidates
- Continuity of cash flow
- Compensation changes
- Timing and methods of leadership, relationship and stock transfer
- Staffing voids
Comprehensive Perpetuation Plan
After the initial strategy session, our experts can then help you develop and execute an
achievable long-range plan. The plan will include the means by which progress can be monitored
and plan participants can be held accountable. Our comprehensive financial modeling also incudes
agency revenue, expense and earnings projections, value increases, cash flow implications,
individual stockholder compensation projections and staffing/reinvestment voids.
For more information or assistance with this service, please Contact Us.