Save the date to join PIANH at Symposium 16, Sept. 15-16, 2016, for networking, education presented by Virginia M. Bates, LIA, and around-the-world wine and food pairings at the 100 Club and accommodations* at the nearby Residence Inn by Marriott or Hampton Inn & Suites in Portsmouth.
All functions take place at The One Hundred Club (map).
Thursday, Sept. 15
1:30-4:30 p.m.Agency Perpetuation, Mergers and Acquistions 3 NH CEU
5-7 p.m.International wine tasting
Friday, Sept. 16
10 a.m.Board meeting
Agency Perpetuation, Mergers and Acquisitions
Join returning favorite Virginia M. Bates, LIA, for a deep-dive into agency perpetuation. She'll lay out the available types of perpetuators and methods of payment, as well as associated tax issues and a recommended time table for your perpetuation planning. A detailed case study of an agency valued at $1 million will offer insight into sale price variances and the effect of growth history on sale prices. Bates will demystify value indicators (e.g., revenue per employee, producer value, policies per account); agency profit projections; the difference between selling a corporation and selling assets; and more.
∗PIANH has secured group rates at these nearby hotels.
Book your rooms by Sunday, Aug. 17, 2016.