FocalPoint: A MarshBerry Webinar

Determining Your Path: Selling to a Strategic Buyer

July 25, 2024

For firms looking to chart their own succession path, there are numerous options available. One compelling option is selling to a strategic buyer. If you’re considering selling your insurance agency or brokerage, join James Graham as he explores the current merger & acquisition (M&A) market.

James Graham

Key topics covered in this session include:

  • Navigating the Complexities: Exploring the intricacies of the selling process and methods for effective management.
  • Leveraging Expert Advice: Utilizing the expertise of experienced M&A advisors to help enhance financial outcomes.
  • The Transaction Process: Examining critical aspects of the transaction process to facilitate a smooth and successful sale.