Skip Ribbon Commands
Skip to main content

Perpetuating Your Agency Without the "Silver Spoon" Syndrome

When the current owners wish to perpetuate the agency without severe financial impact to the new owners, they sometimes attempt to gift, discount or bequeath ownership interest instead of charging full value for the agency’s stock and, thereby causing a taxable event to the existing owners while forcing the new owners to pay for the stock with after-tax dollars.

Big ‘I” members must be logged in to view all the content on this page.

​127 South Peyton Street
Alexandria VA 22314
​phone: 800.221.7917
fax: 703.683.7556

Follow Us!

​Empowering Trusted Choice®
Independent Insurance Agents.