It would be hard to deny that COVID has not had a significant impact on all of our lives. We have addressed how the pandemic might impact the valuation of agencies. The first obvious impact is how it will impact agency clients and their ability to remain in business. ...

I met the owner of ABC Insurance [name protected to maintain confidentiality] when Tom and I first started Sukay & Associates. ABC’s owner was my first connection on LinkedIn. I reached out to him and he agreed to have an initial discussion. We met and he told me...

One of the major things I've seen in the perpetuation process that tends to cause some difficulty in getting a business perpetuated is bringing family members into the business. More specifically, children of owners into the business without setting specific...

To our friends and clients, their families, and employees,   We hope this communication finds you all well and home safe.   In looking at the current landscape, it reminds me of some advice we often give to our clients - you never know what can affect the value of...