Business Perpetuation Planning
by Jon Persky, CPA, CIC, PHR
March 30, 2017 - PIA Office (Richmond) - 9:00 am to 4:00 pm (lunch included)
Cost: $99/PIA member / $199 non-member - 6 PC CE (Course #216007)
For most agency owners, the agency is the largest asset on his personal financial statement.
How much is it worth?
Are you planning to retire someday?
Who are you going to sell your agency to?
Are you thinking about buying an agency or merging with another agency?
No matter what stage of agency ownership you are in, this seminar is for you!
Jon Persky graduated from Duquesne University, holds an MBA in Finance from the University of Pittsburgh, is a Certified Public Accountant,
a Certified Insurance Counselor, and a Professional in Human Resources.
He has spent the majority of his professional career in the insurance industry in positions such as Controller, Chief Financial Officer, and Personnel Director. The agencies Jon has been associated with range from a large commercial lines agency to a 35 location non-standard specialty auto agency.
As a national faculty member of the Society of Certified Insurance Counselors for over 20 years, Jon is the Society's exclusive lecturer on Perpetuations, Mergers & Acquisitions, and Agency valuations. He facilitates these topics as well as many others at Graduate Studies Ruble Seminars and Agency Management Institutes countrywide.