Tuesday, February 7, 2012
Articles, White Papers and General “Thought” Pieces
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“Are Your Books Balanced?”
Professional Insurance Agents Magazine (New England, Wisconsin) - March/April 2011
by Dan Menzer
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“Have you updated your agency valuation”
American Agent & Broker - Sep 2010
by Tim Cunningham & Dan Menzer
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“Quality Control”
The best way to manage the cost of E&O protection
American Agent & Broker - Sep 2010
by Steve Germundson
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“Avoid the Need to Sell”
Professional Insurance Agents Magazine (New England, Wisconsin and Georgia) - May 2010
by Tim Cunningham & Dan Menzer
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“Smart Changes that Save Agencies Money”
Professional Insurance Agents Magazine (New England, Wisconsin and Georgia) - Mar 2010
by Steve Germundson & Dan Menzer
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“Be Prepared - Steps to Take Before Selling”
Best’s Review - Feb 2010
by Tim Cunningham & Dan Menzer
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“2010 Outlook - M&A and Beyond”
Dec 2009/Jan 2010
by Tim Cunningham
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“Beware the Ides of the Market”
American Agent and Broker - Oct 2009
by Tim Cunningham
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“State of M&A: Dead Calm after the Perfect Storm”
American Agent and Broker - May 27, 2009
by Tim Cunningham & Dan Menzer
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“Managing Your Agency’s Financial Information”
American Agent and Broker - Mar 2009
by Dan Menzer
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“Deal Fever”
National Underwriter - Feb 2, 2009
by Tim Cunningham
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A. M. Best Interactive Webinar: OPTIS Partners participated in an interactive webinar in May 2009. Experts on agency selling, buying
and succession planning were featured in the Webinar hosted by Best’s Review magazine. The online presentation, “Agency Finance
and Valuation 2009: What’s My Agency Worth?” may be viewed on the A.M. Best website if you are a subscriber to
AM Best, or you may review the full text of the one-hour plus session.
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Regis Coccia from Business Insurance magazine recently interviewed Tim Cunningham for his perspectives on Mergers and Acquisitions
in the insurance distribution system as we close out 2009 and look forward to 2010. You can view the video on Business Insurance
