Minimizing the Risks of an Agency Acquisition - How to perform proper Due Diligence - August Webinar

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Please join us for this Webinar Wednesday to learn more about what agent owners will understand and what to consider as they ponder transitioning their clients and agency to new ownership. Agent's will discover how to prepare and move forward.

Agents will learn how to minimize the risks of an agency acquisition. This includes learning about the due diligence process, identifying risks and assessing an agency acquisition. Agents will also understand to review employment agreements, restrictive covenants, E&O and EPLI/HR risks. Finally, agency acquirers will understand how to mesh cultures, incentivize the merging producers and staff and maximize the success of an acquisition.

Please note that if you are outside of Ohio, this course does not provide CE credit.

Jeff Smith

Chief Executive Officer

Ohio Insurance Agents Association

Chief Executive Officer for Ohio Insurance Agents Association (OIA), a statewide association that is the leading advocate for insurance consumers, independent agents, IA carriers and a competitive insurance marketplace. OIA represents 1,400 independent insurance agencies and 12,000 insurance agents who are responsible for fulfilling 82 percent of the commercial insurance and 44 percent of the personal insurance and risk management needs of Ohio's businesses and citizens.