Succession Planning Conference


Thursday, November 19, 2009

Sutton Place Hotel, Stop 33, Toronto

Succession planning is a critical business issue for today’s independent broker. Many brokerage owners are planning to retire in the next ten years, and many do not have a succession plan in place.

A detailed succession plan ensures that competent people are in place to take over the running of the brokerage and that the vision of the company’s future growth is understood and agreed to by the remaining co-owners and heirs.

Proper business continuation and succession planning help prevent a business from failing or suffering during a transition to new owners. It also helps to avoid conflict between family members and between heirs and surviving owners.


Who should attend?
Brokerage owners and management, senior brokers and other P&C insurance stakeholders.

Highlights will include:

• Current market conditions
• Valuation
• Legal issues to consider
• Tax implications
• Financing
• Peer case studies
• Panel on having a plan in place

For more information please see the conference agenda.

Pricing Information
	Early Bird Before September 30	After September 30
Conference Registration	$299.00	$399.00