perpetuation planning News

Private Equity Firm Odyssey Partners With Management to Acquire SIAA

Private equity firm Odyssey Investment Partners has joined with management of SIAA (Strategic Insurance Agency Alliance), the nation’s largest alliance of independent insurance agencies, to acquire the company. New Hampshire-headquartered SIAA says its model and operations will remain unchanged under …

Commentary: An Economic Case for Internal Perpetuation

I would like to tell you why I believe there is a good reason for you to strongly consider perpetuation for your agency. There is a sound and understandable economic justification that suggests that there is as much value to …