Buying or Selling a Brokerage Panel
Brokerage mergers and acquisitions are becoming more and more common. Have you been considering buying or selling a brokerage?
Brokerage mergers and acquisitions are becoming more and more common. Have you been considering buying or selling a brokerage? There are a lot of things to consider in this transaction. Join us for a panel discussion with experts who can provide perspectives from insurance, financing, and law. We’ll also hear from brokerage buyers and brokerage sellers who will share their experiences.
Following this panel, participants will be able to:
– Describe some trends and challenges facing the Broker channel today,
– Identify top tips and trends pertaining to brokerage valuation,
– Discuss financing and legal considerations.
Host: Colin Simpson, CEO, IBAO
Panelists:
John Belyea – Chief Operating Officer, NFP Canada
Mike Berris, CPA, CA, CBV, Partner, Smythe LLP
Steve Borlak, Business Lawyer, Borlak Law
Ryan Craig, RIB (Ont), Hon. BA, LLB, CIP – Producer/Manager, CRM Insurance
Recommended For: Principal Brokers and Broker Management
Date Added: March 2, 2021
Accreditation: 1.5 Management Hours
Facilitated By: IBAO