Perpetuation Planning

MarshBerry Perpetuation PlanningToo often perpetuation is viewed simply as a 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 meeting is designed to arm your executive team with the knowledge and insight necessary to design and execute a perpetuation plan that meets your specific objectives. The meeting addresses internal and external markets that influence perpetuation including:

Comprehensive Perpetuation Plan

After the initial strategy session, our experts can then help you develop and execute an achievable long-range plan.

The plan addresses how progress can be monitored and plan participants can be held accountable. Our comprehensive financial modeling also includes estimated projections in agency revenue, expense, earning and value projections, cash flow implications, individual stockholder compensation projections and staffing/reinvestment voids.