Insurance Agency Acquisition and Perpetuation Planning Seminar
Wilmington, NC
Join us at the Live Oak Bank Headquarters in Wilmington, NC for a full-day seminar taught by Jon Persky who will discuss perpetuation options for insurance agency owners and how to finance the transaction. The seminar will also cover mergers, acquisitions, shareholder agreements, methods of ownership transfer, and the associated tax implications. Register below to attend. Space is limited!
Jon Persky
CPA, CIC, PHR, Optimum Performance Solutions, LLC
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 a 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.
Hosted by:
Agenda
Thursday, March 30th
Live Oak Bank Headquarters: Building One - 1741 Tiburon Drive, Wilmington NC 28403
Meeting Room: Lucky Dog
8:00am - 8:30am: Breakfast
8:30am - 12:00pm: Meeting
12:00pm - 1:00pm: Lunch
1:00pm - 3:30pm: Meeting
3:30pm - 5:00pm: Happy Hour - locatedon the Fun Deck at Live Oak Bank Headquarters
Registration
Kindly RSVP by Friday, March 10th
WHAT'S NEXT?
Once your registration has been submitted, be sure to book your travel. Click here for a list of airlines that fly directly into Wilmington. See our hotel recommendations listed below.
Look out for further event details closer to the event. If you have any questions or concerns, please reach out directly to Meggan Lawson at meggan.lawson@liveoak.bank or 919-931-3238.
