Most agency owners have an accounting professional and financial planner they work with regularly but very few have an attorney who can assist with the sale of their business. You need an experienced M&A legal professional to handle the ins and outs of your transaction.
Read MoreAgency 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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