When you start thinking about slowing down, ready to retire, or sell your block of business think no further than Stone Hill National.
We have stood next to you as you built your business
Trust
There is a reason that agents and brokers have trusted us with their clients for over 35 years.
Value
Stone Hill knows the value of your business and we know how to value your business.
Confidence
Confidence comes from decades of being in the business and working with thousands of agents and brokers across the country
Peace of Mind
If you ever needed peace of mind in a critical transaction, we got you.
A reason to start the process
Don't leave your spouse with the headache or heartache of having to deal with your business affairs should something unexpected happen to you. The time spent planning for your business succession will be one of the greatest gifts you can leave for your family.
In this video Dianne Rhoton shares her story of how the unexpected death of her husband left her feeling overwhelmed, angry and needing help in figuring out what to do with her husbands block of Medicare clients.
Succession Planning - a place to begin
In this video we share how to begin the process of coming up with a succession plan with documents and checklists that can help guide you through the process and also serve as starting points with your attorney and tax professional.
This video covers:
Carrier succession examples
Succession Planning Checklist
Asset Purchase Checklist
Buy-Sell and Guardian Sample Agreement
Resources - agentretire.com
Succession Planning - Valuation, Multiples and Tax insights
In this video we share what components comprise a valuation, what is a multiple and some insightful tax and accounting advice from a tax pro to help you better understand and plan for taxable events once you begin the succession planning process and after your succession plan is in place.
This video covers:
What is my business worth? How to reach a valuation number
Purchase/Earn Out/As Earned examples
Purchase expectations and average transaction timelines
Accounting and Tax considerations
Asset vs. Entity purchase
Resources - agentretire.com
When you are ready to talk, we are ready to listen.
Sample Documents to help get you started:
| Getting Started Templates and Sample Documents | Link |
|---|---|
| Succession - 10 Step Checklist | |
| Asset Purchase Agreement Checklist | |
| Buy-Sell and Guardian Agreement Template |
(This is not intended to be exhaustive, only helpful. It is recommended to get professional advice and help from a well-qualified attorney, CPA or tax expert)
Are you ready to start the discussion? We are here for you.
For more information on how we can help, please fill out the form below or contact:
Director of Marketing, Janeen Petersen at 801.428.1525