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#50 - A Lawyers Perspective on Buying/Selling w/ George Pilat
Manage episode 394391156 series 3442488
コンテンツは Lindsay & Carey Wallace and Carey Wallace によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、Lindsay & Carey Wallace and Carey Wallace またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。
In this episode, Lindsay and Carey sit down with George V. Pilat, a partner at Gertzberg, Lakata law firm. George has extensive experience working with insurance agents and agencies, particularly in M&A transactions. He provides legal services related to errors and omissions defense, coverage analysis, administrative proceedings, and more. The conversation covers topics such as non-compete and non-solicit agreements, the importance of understanding insurance contracts in M&A transactions, and the pitfalls of partial ownership of a book of business. George emphasizes the need for agents to involve a lawyer early in the process and obtain a proper valuation before buying or selling an agency.
This episode is brought to you by Cake, connecting independent insurance agents looking to sell a book of business or a slice – a chosen group of accounts – with other agents looking to grow their business.
Learn more and create a free account at https://www.haveyourcake.com/
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Agency Focus is the premier resource for agents to understand their agency's value, plan for a transition of ownership, and prepare for acquisitions.
Learn more at https://agency-focus.com/
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