Succession Planning
48 whitepapers and resources
Succession Planning
Better business: Succession planning - Consider consolidation
In this article, Sam Barrett focuses on how consolidation can provide an elegant solution for brokers wanting a smooth transition when they sell their businesses.
Better business: Succession planning - Find your funds
For anyone investigating the options of buying another business or conducting a management buyout, funding is an important consideration. This article highlights how the source of funding for an acquisition or buyout will dictate what shape any prospective deal can take.
Better business: Succession planning
Insurance Age in association with Aviva is pleased to bring out a series of articles for brokers dedicated to the topic of succession planning. This article highlights why getting the right advice is invaluable for brokers looking to sell their business to ensure they get the best value.
Succession planning management: People business
Insurance Age is pleased to launch a series of articles dedicated to the topic of succession planning in association with Aviva. This article focuses on people business and why keeping clients and staff informed is an important part of any succession plan.
Video: Succession planning - market dynamics
In the final edition of our week long look at succession planning Phil Bayles, chief distribution officer, intermediaries at Aviva highlights how buying activity is moving down the size layers and the opportunities for buyers in the regional market.
Video: Succession planning - the range of funding options
In this video, Phil Bayles, chief distribution officer, intermediaries, at Aviva highlights the options available to brokers in the market looking for funding and the differing implications of accessing each deal source.
Video: Succession planning - criteria for success
In the third part of this succession planning video series, Phil Bayles, chief distribution officer for intermediaries at Aviva looks at where to go for advice. He sets out how individual aspirations and where people are in their life stage will impact each bespoke plan.
Video: Succession planning - people management
Having taken an overview of the market, Aviva’s Phil Bayles looks in detail at how to prepare succession plans that meet the needs of staff and customers. Watch this video to find out more.
Video: Succession planning - the latest wave of consolidation
In this video, Phil Bayles, chief distribution officer, intermediaries at Aviva joins Insurance Age editor Emmanuel Kenning in the studio for part one of a succession planning video series. Bayles shares his thoughts on what has been learned by buyers and sellers in the past waves of consolidation.
In-depth: Succession planning
In this succession planning in-depth, Ida Axling investigates how insurance brokers can get the most out of a management buyout and finds out what type of buyer could be best for your brokerage.