{"id":31,"date":"2023-09-17T17:34:16","date_gmt":"2023-09-17T17:34:16","guid":{"rendered":"https:\/\/www.marshberry.com\/eu\/?page_id=31"},"modified":"2026-04-02T18:31:17","modified_gmt":"2026-04-02T18:31:17","slug":"perpetuation-planning","status":"publish","type":"page","link":"https:\/\/www.marshberry.com\/eu\/solutions\/business-planning\/perpetuation-planning\/","title":{"rendered":"Perpetuation Planning"},"content":{"rendered":"\n<div class=\"wp-block-group wp-block-singular\"><div class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\">\n<h1 class=\"wp-block-heading\" id=\"h-perpetuation-planning-services\">Perpetuation Planning Services<\/h1>\n\n\n\n<p class=\"preheader wp-block-paragraph\">Ensuring a Smooth Ownership Transition <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Exiting your business is a significant milestone. After years of building your service offering, client base, and reputation, determining the right path forward requires careful planning. Whether ownership is transitioning to family, management, or a strategic buyer, MarshBerry helps leadership teams evaluate their options and develop a clear transition strategy. Drawing on deep advisory experience and data-driven insight, MarshBerry works with clients to determine the solutions that best align with their goals.<br><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Succession and ownership transition planning are essential components of long-term business strategy. Determining the best path forward requires more than financial analysis alone. MarshBerry advisors take the time to understand your organization, leadership team, culture, and long-term objectives to help build a strategy that supports continuity and long-term value.<br><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The MarshBerry team helps you:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Understand the market environment, the <a href=\"https:\/\/www.marshberry.com\/eu\/solutions\/business-planning\/business-valuations\/\">value of your business<\/a>, and the legal and financial considerations involved<\/li>\n\n\n\n<li>Develop a roadmap for leadership and ownership transition<\/li>\n\n\n\n<li>Protect long-term value and support continuity through structured transition planning and successor development<\/li>\n<\/ul>\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading has-text-align-center\" id=\"h-laying-the-foundation-for-a-successful-transition\">Laying the Foundation for a Successful Transition<\/h2>\n\n\n\n    <div class=\"graphic-cards-block\" style=\"\">\n    <div class=\"content-wrap\">\n                                <div class=\"card\">\n            <div class=\"card-item\">\n              <div class=\"card-item-content\">\n                <h3 class=\"card-title\">Strategic Planning<\/h3>                                                  <a href=\"https:\/\/www.marshberry.com\/eu\/solutions\/business-planning\/strategic-planning\/\"                 class=\"card-content\">\n                  <span class=\"card-bg\" style=\"background-image: url(https:\/\/www.marshberry.com\/eu\/wp-content\/uploads\/sites\/2\/2025\/07\/MBI_Water.Trees_.AerialView-1-768x512.jpg);\"><\/span>\n                  <span class=\"card-handle desktop\">View More<\/span>\n                  <span class=\"card-intro\">Strategic Planning<\/span>                  <span class=\"card-text\">Consolidation, digitisation and changing regulations reshape the European insurance brokers and wealth management markets. It\u2019s these trends in particular that drive uncertainty and pose challenges to strategic business planning.<\/span>                  <span class=\"card-handle mobile\">View More<\/span>\n                                  <\/a>\n                              <\/div>\n            <\/div>\n          <\/div>\n                                        <div class=\"card\">\n            <div class=\"card-item\">\n              <div class=\"card-item-content\">\n                <h3 class=\"card-title\">Business Valuations<\/h3>                                                  <a href=\"https:\/\/www.marshberry.com\/eu\/solutions\/business-planning\/business-valuations\/\"                 class=\"card-content\">\n                  <span class=\"card-bg\" style=\"background-image: url(https:\/\/www.marshberry.com\/eu\/wp-content\/uploads\/sites\/2\/2025\/07\/CIM.FogSunTrees_16.9-version-768x389.jpg);\"><\/span>\n                  <span class=\"card-handle desktop\">View More<\/span>\n                  <span class=\"card-intro\">Business Valuations<\/span>                  <span class=\"card-text\">Whether you\u2019re looking to grow, sell, or transfer your business, a detailed valuation helps you understand the value of your or the targeted business. Agency valuation is comprehensive\u2014driven by economic and profit indicators and sophisticated deal multiples.<\/span>                  <span class=\"card-handle mobile\">View More<\/span>\n                                  <\/a>\n                              <\/div>\n            <\/div>\n          <\/div>\n                  <\/div>\n  <\/div>\n\n\n\n\n  <div class=\"featured-posts-grid contains-slider\" style=\"\">\n    <div class=\"wrap\">\n              <h2 class=\"pgf-title\">Related Articles<\/h2>\n                          <div class=\"posts-grid slider\">\n          <div class=\"wrap\">\n                                        <div class=\"item\">\n                <a href=\"https:\/\/www.marshberry.com\/eu\/blog\/marshberry-continues-european-growth-strategy-with-significant-expansion-in-the-dach-region\/\" class=\"wrap\">\n                  <span class=\"image-wrap\">\n                    <span class=\"image\" style=\"background-image: url('https:\/\/www.marshberry.com\/eu\/wp-content\/uploads\/sites\/2\/2025\/05\/blue-flower-closeup.jpg')\"><\/span>\n                    <span class=\"btn-trigger\"><span class=\"visually-hidden\">View Article<\/span><\/span>\n                  <\/span>\n                  <span class=\"info\">\n                                      <span class=\"category\">M&amp;A<\/span>\n                                    <span class=\"title\">MarshBerry continues European growth strategy with significant expansion in the DACH region<\/span>\n                                      <span class=\"author\">by MarshBerry<\/span>    \n                                    <\/span>\n                <\/a>\n              <\/div>\n                                        <div class=\"item\">\n                <a href=\"https:\/\/www.marshberry.com\/eu\/blog\/is-the-family-owned-broker-model-facing-extinction\/\" class=\"wrap\">\n                  <span class=\"image-wrap\">\n                    <span class=\"image\" style=\"background-image: url('https:\/\/www.marshberry.com\/eu\/wp-content\/uploads\/sites\/2\/2025\/03\/MI.FogSunTrees-1024x682.jpeg')\"><\/span>\n                    <span class=\"btn-trigger\"><span class=\"visually-hidden\">View Article<\/span><\/span>\n                  <\/span>\n                  <span class=\"info\">\n                                      <span class=\"category\">M&amp;A<\/span>\n                                    <span class=\"title\">Why Internal Perpetuation Is Losing to High Valuations<\/span>\n                                      <span class=\"author\">by Marcel van Dijk<\/span>    \n                                    <\/span>\n                <\/a>\n              <\/div>\n                                        <div class=\"item\">\n                <a href=\"https:\/\/www.marshberry.com\/eu\/blog\/a-successful-succession-plan-in-good-times\/\" class=\"wrap\">\n                  <span class=\"image-wrap\">\n                    <span class=\"image\" style=\"background-image: url('https:\/\/www.marshberry.com\/eu\/wp-content\/uploads\/sites\/2\/2023\/11\/succession-plan-strategies-683x1024.jpg')\"><\/span>\n                    <span class=\"btn-trigger\"><span class=\"visually-hidden\">View Article<\/span><\/span>\n                  <\/span>\n                  <span class=\"info\">\n                                      <span class=\"category\">M&amp;A<\/span>\n                                    <span class=\"title\">A SUCCESSFUL SUCCESSION PLAN<\/span>\n                                      <span class=\"author\">by Jan Blumenthal<\/span>    \n                                    <\/span>\n                <\/a>\n              <\/div>\n                      <\/div>\n        <\/div>\n          <\/div>\n  <\/div>\n<\/div><\/div>\n\n\n\n    <div id=\"contact-advisor\" class=\"advisory-team\">\n    <div class=\"content-wrap\">\n      <div class=\"contact-header\">\n                  <h2>Contact The Advisory Team<\/h2>\n<p><a class=\"btn\" href=\"https:\/\/www.marshberry.com\/eu\/about\/contact\/\">Contact us<\/a><\/p>\n              <\/div>\n            <div class=\"contact-list\">\n        <div class=\"contact-list-wrap\">\n                      \n            \n            \n                      \n          \n                                                        <div class=\"advisor\">\n                <div class=\"wrap\">\n                                      <a href=\"https:\/\/www.marshberry.com\/eu\/about\/our-team\/olly-laughton-scott\/\"\n                   class=\"advisor-image\">\n                    <span class=\"image\" style=\"background-image: url('https:\/\/www.marshberry.com\/eu\/wp-content\/uploads\/sites\/2\/2023\/10\/LAUGHTON-SCOTT_-OLLY_HEADSHOT-768x994.jpg')\">View Advisor Bio<\/span>\n                                      <\/a>  \n                                    <div class=\"advisor-info with-button\">\n                                        <div 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Advisor Bio<\/span>\n                                      <\/a>  \n                                    <div class=\"advisor-info with-button\">\n                                        <div class=\"advisor-name\">Fred  Hansson<\/div>\n                    <div class=\"advisor-title\">Managing Director<\/div>\n                                          <a href=\"https:\/\/www.marshberry.com\/eu\/about\/our-team\/fred-hansson\/\" class=\"btn-small\">View Advisor Bio<\/a>\n                                      <\/div>\n                <\/div>\n                \n              <\/div>\n\n            \n\n\n\n\n                      \n            \n            \n                      \n          \n                                                        <div class=\"advisor\">\n                <div class=\"wrap\">\n                                      <a href=\"https:\/\/www.marshberry.com\/eu\/about\/our-team\/john-nisbet\/\"\n                   class=\"advisor-image\">\n                    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                       <a href=\"https:\/\/www.marshberry.com\/eu\/about\/our-team\/michel-schaft\/\"\n                   class=\"advisor-image\">\n                    <span class=\"image\" style=\"background-image: url('https:\/\/www.marshberry.com\/eu\/wp-content\/uploads\/sites\/2\/2025\/10\/michel-schaft.jpg')\">View Advisor Bio<\/span>\n                                      <\/a>  \n                                    <div class=\"advisor-info with-button\">\n                                        <div class=\"advisor-name\">Michel Schaft<\/div>\n                    <div class=\"advisor-title\">Managing Director<\/div>\n                                          <a href=\"https:\/\/www.marshberry.com\/eu\/about\/our-team\/michel-schaft\/\" class=\"btn-small\">View Advisor Bio<\/a>\n                                      <\/div>\n                <\/div>\n                \n              <\/div>\n\n            \n\n\n\n\n                      \n            \n            \n              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   <\/div>\n                <\/div>\n                \n              <\/div>\n\n            \n\n\n\n\n                      \n            \n            \n                      \n          \n                                                        <div class=\"advisor\">\n                <div class=\"wrap\">\n                                      <a href=\"https:\/\/www.marshberry.com\/eu\/about\/our-team\/marcel-van-dijk\/\"\n                   class=\"advisor-image\">\n                    <span class=\"image\" style=\"background-image: url('https:\/\/www.marshberry.com\/eu\/wp-content\/uploads\/sites\/2\/2023\/10\/MS27370-Verbeterd-NR-768x994.jpg')\">View Advisor Bio<\/span>\n                                      <\/a>  \n                                    <div class=\"advisor-info with-button\">\n                                        <div class=\"advisor-name\">Marcel van Dijk<\/div>\n                    <div class=\"advisor-title\">Director<\/div>\n                                          <a href=\"https:\/\/www.marshberry.com\/eu\/about\/our-team\/marcel-van-dijk\/\" class=\"btn-small\">View Advisor Bio<\/a>\n                                      <\/div>\n                <\/div>\n                \n              <\/div>\n\n            \n\n\n\n\n                      \n            \n            \n            \n\n\n\n\n                      \n            \n            \n            \n\n\n\n\n                            <\/div>\n              <\/div>\n      <div class=\"see-our-advisors\">\n        <a href=\"\">See Our Advisors<\/a>\n      <\/div>\n    <\/div>\n  <\/div>\n","protected":false},"excerpt":{"rendered":"<p>Perpetuation Planning Services Ensuring a Smooth Ownership Transition Exiting your business is a significant milestone. After years of building your service offering, client base, and reputation, determining the right path forward requires careful planning. Whether ownership is transitioning to family, management, or a strategic buyer, MarshBerry helps leadership teams evaluate their options and develop a [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":29,"menu_order":1,"comment_status":"closed","ping_status":"closed","template":"tpl-block-builder.php","meta":{"_acf_changed":false,"footnotes":""},"class_list":["post-31","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.9 (Yoast SEO v27.9) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Perpetuation Plan Advisory - MarshBerry<\/title>\n<meta name=\"description\" content=\"Perpetuation planning advisory to support ownership transition, business continuity, and long-term value. 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