Perpetuation Planning.
Two-thirds of independent agency owners do not have a written perpetuation plan. The third who do sell their agencies for twenty to thirty percent more — and they sleep through every market cycle the other two-thirds dread.
15pieces
In this category
2sub-topics
Sub-hubs
9min avg
Reading time
Perpetuation Planning Fundamentals: Seller's Guide
Owner Decision Framework
S01Owner intent alignment — the three Critical Decision Factors8 minS01The 12-dimension survey of perpetuation objectives11 minS01The five-category perpetuation readiness assessment9 minS01Producer generation gaps and the lost-decade pattern7 minS01WASA, shareholder alignment, and the buy-sell agreement8 min
Value Preparation and De Risking
S01Benchmarking vs due diligence — the seller's defense8 minS01Financial optimization & operational transferability8 minS01The five pillars of pre-sale preparation that move value10 minS01GPS benchmarking — the three critical value factors8 minS01The pre-sale vulnerability audit — six discount triggers9 minS01The 3–5 year strategic runway is the asset, not a luxury8 minS01Value Builder vs Status Quo — Three Little Pigs framework8 min