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‘Uncomfortable Change’ Paves Road to Perpetuation

Too often agency principals find themselves facing a forced sale as a result of not having a proper perpetuation plan. In this podcast, MarshBerry president John Wepler discusses the many difficult and “uncomfortable” decisions required of an owner seeking to properly–and profitably–perpetuate the firm. Listen to this frank conversation as John offers some good news: It is never too late to start to implement a perpetuation strategy but it takes a “burn the ships” commitment. That is, once you start down the path there is no turning back. Get some good ideas for your firm from one of the industry’s best-known management consultant.

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