Insurance M&A Articles
Q & A with Scott Foltz, CPCU | Pfister Insurance
Sukay & Associates recently acted as the financial advisor for Pfister Insurance, Inc. in its sale. Pfister Insurance provides Business, Auto & Home Insurance in Dover, Wilmington, Lewes, Rehoboth Beach and throughout the states of Delaware, Pennsylvania,...
Sukay & Associates Represents Pfister Insurance Inc.
NEWS RELEASE Contact: John Biasiello 215-208-8519 [email protected] Sukay & Associates Represents Pfister Insurance, Inc ("Pfister") in its Sale to The Hilb Group, LLC ("THG") (June 13, 2018, Lewes, DE.) – John Biasiello, President of Sukay &...
3 Unexpected Things Which Happen in Retirement
For many people, retirement is something you dream about for a long time. You’ve probably spent many years planning for it in hopes of enjoying a more robust lifestyle during your golden years. No matter how long you’ve been looking forward to the day when you are...
Selling an Insurance Agency: Choosing an Advisor
You need to find an advisor that will be committed to never doing anything that is not in YOUR best interest! When selling your insurance agency, it is important to partner with an advisor who has extensive experience in the insurance industry. The insurance agency...
8 Principles of Succession Planning
“Most people don't plan to fail, they just fail to plan.” - John L. Beckley Succession Planning typifies long term planning. It is a tactical application that falls within the realm of business planning. Succession Planning works most effectively when the planning...
Insurance Agency Owners | When Do We Change?
Change only happens when you become uncomfortable. The proof of that is thinking about sitting in a chair for a long time a certain way. The only time you change your position is when you become uncomfortable. You will change your position until you become...
Perpetuation: Making the Right Decision
As a leader, you are constantly faced with decisions. There is a deep responsibility you have as a business owner. You have a responsibility to your customers, employees, vendors, and yourself. Sooner or later, you’ll need to make the decision to do what is right and...
Selling isn’t the only reason for a Valuation of an Insurance Agency
Selling isn’t the only reason for Valuation of an Insurance Agency
Finding the Right Successor
It is the law of nature that no one is irreplaceable. The same principle is applied in companies as well where the leaders and the managers will leave or retire after a certain time and their replacements will then take the charge. How succession planning works for an...
Owner Involvement, Agency Valuation and Irony
Owner Involvement, Agency Valuation and Irony
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