NCMC Renewals: Succession Planning Success: Do’s, Don’ts, and the Roadmap to Maximizing Value

Whether you’re years away from retirement or actively considering a sale or merger, strategic succession planning can make or break your outcome. This session provides a high-level market overview, a practical timeline for preparation, and proven do’s and don’ts for everything from increasing your business’s value to ensuring a smooth integration. Attendees will leave with actionable strategies for every stage of the journey — whether you’re a BGA, independent producer, or looking to acquire.