INS Capital Group

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Are You Ready to Sell?

Agency owners are often hesitant to discuss succession planning. Many are first-generation owners, uber-focused on building and running their business, and never slow down to plan how they will eventually transition their labor of love. Ideally, an owner should start planning 3-5 years prior to their desire to sell. Here are four questions to ponder as you think about transitioning your agency.

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