I met Tom Sukay in February 2013 after reading a whitepaper he wrote on Internal Perpetuation. We met and established an immediate raptor. The shareholders of CBS were at or near the age when most individuals begin to consider retirement and the need to perpetuate their business. We were one of the fortunate agencies who had multiple options to choose from. There were two legacies in the business. In addition, CBS was very attractive since it was located in a major metropolitan market and it had reached a size that potential buyers would find very appealing. Tom and John Biasiello began a process where they thoroughly reviewed the agency while performing a financial and operational review. They worked with the legacies to develop a plan for perpetuation. They walked us through the risks and benefits of both an internal and external sale. The process was never rushed. Most importantly, both John and Tom were available at all times to discuss any facet of our plan. They realized that CBS was our life work and they were aware of the emotional challenges that we faced while making the decisions. Our final deal was more complicated than most transactions. Tom and John organized a plan which made its execution easier on all parties. I highly recommend Sukay & Associates as an advisor if you are planning to perpetuate your agency.

We selected Sukay & Associates for two primary reasons.  First, after several early meetings it was clear that John Biasiello and Tom Sukay were two individuals that would be able to understand and communicate our unique business model.  Secondly, they have an unmatched reputation for integrity and effort.