• Insurance Agency Valuation and Consolidation Trends (July 11), with Lucas Parris (Mercer Capital).

This session will address the current state of insurance agency consolidation including industry trends, who’s buying and who’s selling, and the valuation methodologies and drivers of value.

• Purchase or Sale of the Closely Held Business (July 17), with R. James Alerding (Alerding Consulting LLC)

How can you be the best advisor to your client, whether a buyer or a seller? This session will give you the ins and outs of the buying and selling process and how to synchronize all of the moving parts of the process.