Increasing the Value of Your Business

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Increasing the Value of Your Business

At the 4th annual Succession Planning Conference delegates were educated on key aspects of having a plan when buying or selling.

December 2, 2011

Succession planning continues to be a hot topic in the insurance industry, especially in today’s current environment of increasing consolidation. While many brokers have plans to buy or sell, only about 40% of all private companies in Canada have a clear succession plan in place, according to Canadian Financial Executives Research Foundation (CFERF).

This year’s Canadian Insurance Top Broker Succession Planning Conference took place November 24, 2011, at the Sutton Place Hotel in Toronto. The event once again highlighted the importance having a plan.

For those who missed the conference, the following speaker presentations can be downloaded below.

Keynote: Outside Learning

Larry Rosen, chairman and CEO, Harry Rosen Inc.

Click here for presentation slides.

Succession: Plan and Execute

Colin Clahane, director, broker financial solutions, and Rick Morris, director, broker financial solutions, Intact Insurance Company.

Click here for presentation slides.

Getting the Best Deal Possible

Mike Berris, partner, KPMG; and Renate Mueller, president, Renate M. Mueller Consultants Inc.

Click here for presentation slides.

What’s your Business Worth?

James Hilton, managing partner, Jacox-Hilton Producer Consulting.

Click here for presentation slides.

The Perils of Due Diligence

Eric Walker, partner, WFT Corporate Finance and Valuations Ltd.

Click here for presentation slides.

Producer Contracts and Business Ownership

Steve Borlak, owner, Borlak Law Office

Click here for presentation slides.

Succeeding at Succession: Providing Insights and Solutions for Today’s Private Businesses

Armando Minicucci, principal, Tax Services Group, Grant Thornton LLP.

Click here for presentation slides.

The December 2011 issue of Canadian Insurance Top Broker featured full conference coverage, including exclusive details from the broker panel featuring David Browne, president, Martin Merry & Reid Ltd. Insurance Brokers;  Chris Steer, co-chair, Chris Steer Insurance Brokers Consultants;  Joyce Usher-Mesiano, president, National Brokers Insurance Services Inc. To read the article, click here.