All Sessions | Benefits Solutions


11:00 - 12:00


Effective Strategies for Buying/Selling an Agency


Robert J. Lieblein


Session Description

The employee benefits industry is going through a time of significant consolidation which is creating opportunities for those agencies that want to grow through acquisition. However, the ability to successfully complete the purchase of an agency is filled with landmines. This session will discuss the current state of the M&A market and outline a clear path to execute an acquisition. Specific topics covered will include:

  • Current valuations for employee benefit firms, including small group
  • How to properly structure the transaction


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