Minimizing the Risks of an Agency Acquisition

Thinking about acquiring an agency? In this strategic session, agents will learn how to confidently navigate the complexities of an acquisition while minimizing risk at every step.

You'll gain practical insight into:

• Conducting thorough due diligence and risk assessments

• Evaluating employment agreements and restrictive covenants

• Identifying potential E&O, EPLI, and HR-related liabilities

• Successfully integrating agency cultures and aligning producer/staff incentives

Whether you're planning your first acquisition or looking to sharpen your approach, this session equips you with the knowledge to make smarter decisions and drive long-term success.