FocalPoint: A MarshBerry Webinar

Determining the Right Path for Perpetuation

June 8, 2023

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 leads an exploration of the paths available to firms in today’s marketplace and provides guidance on how you can stay competitive.

Kyle Hoeft

Key Takeaways:  

  • Understand the six paths currently available to firm owners looking at the future of their firm.  
  • Learn about key market dynamics that are driving firm value. 
  • Discuss keys to strategic planning for 2023 to see if your firm is set to grow organically.