Tune in as Jon Persky of Optimum Performance Solutions and Live Oak Bank discuss tax implications in agency transitions. Get the tools and advice you’ll need to be proactive in the process as you start, buy, sell or perpetuate your insurance agency. Learn to evaluate your ability to do the deal and ask the right questions and find resources when you need them.Watch the FREE webinar: Tax Implications of Buying & Selling an Insurance Agency here! Click To Tweet
About the Presenter
Jon Persky graduated from Duquesne University, holds an MBA in Finance from the University of Pittsburgh, is a Certified Public Accountant, a Certified Insurance Counselor, and a Professional in Human Resources.
He has spent the majority of his professional career in the insurance industry in positions such as Controller, Chief Financial Officer, and Personnel Director. The agencies Jon has been associated with range from a large commercial lines agency to a 35 location non-standard specialty auto agency.
As a national faculty member of the Society of Certified Insurance Counselors for over 20 years, Jon is the Society’s exclusive lecturer on Perpetuations, Mergers & Acquisitions, and Agency valuations. He facilitates these topics as well as many others at Graduate Studies Ruble Seminars and Agency Management Institutes countrywide.