Internal Perpetuation

Proper perpetuation planning and execution involves leadership development, sales continuity, profitability and financial management for the agency. Additionally, selecting the proper transaction structure is paramount. The success of this process requires a proper plan. There is no “one size fits all” in these transactions. Each deal requires a significant time commitment, continuous management and careful problem solving to ensure a “Win-Win” outcome.

Beginning with a meeting of the senior owners, we will assist in developing a comprehensive plan and strategy for accomplishing your goals.

  • Personnel development
  • Growth and profitability targets for perpetuation
  • Legal and tax structure
  • Valuation methodologies
  • Financial issues and cash flow
  • Owners’ compensation
  • Family issues
  • Other issues unique to the agency

Once an initial plan is developed, we will monitor and follow up on the milestones and action items as the process proceeds, with obstacles and changes addressed as they occur.


All our professionals have significant experience with internal perpetuation project. In addition, you will receive oversight and hands-on attention from at least one senior team member.