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“Deal Fever”
National Underwriter - Feb 2, 2009by Tim Cunningham
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“Managing Your Agency’s Financial Information”
American Agent and Broker - Mar 2009by Dan Menzer
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“State of M&A: Dead Calm after the Perfect Storm”
American Agent and Broker - May 27, 2009by Tim Cunningham & Dan Menzer
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“Beware the Ides of the Market”
American Agent and Broker - Oct 2009by Tim Cunningham
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“2010 Outlook - M&A and Beyond”
Dec 2009/Jan 2010by Tim Cunningham
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“Be Prepared - Steps to Take Before Selling”
Best’s Review - Feb 2010by Tim Cunningham & Dan Menzer
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“Smart Changes that Save Agencies Money”
Professional Insurance Agents Magazine (New England, Wisconsin and Georgia) - Mar 2010by Steve Germundson & Dan Menzer
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“Avoid the Need to Sell”
Professional Insurance Agents Magazine (New England, Wisconsin and Georgia) - May 2010by Tim Cunningham & Dan Menzer
- 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.
- 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