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Agency/Owner Benefits
PIA members get a 10 percent discount and these specially discounted services are only available to affiliate chapter members.
Let's be real. Who has time to manage long client lists, keep track of constantly changing rates, services, programs and rules and still keep up on the day-to-day grind of managing their business life?
The PIA Western Alliance has formed an exclusive partnership with Specialized Agency Services, LLC to assist affiliate chapter members in finding solutions to their business and financial management problems.
Specialized Agency Services, LLC's business and legal experts Larry Morrison and Gary Jacobson (see their backgrounds below) will work with you personally - often in conjunction with your own local attorney and CPA - and provide a broad spectrum of professional services including:
- The purchase or sale of an agency
- Family succession of the business
- Down payment financing assistance
- Preliminary legal documents
- Library of Agency Agreements
- Agency valuation
Specialized Agency Services, LLC is also available for event structuring, specialized owner seminars and generalized owner seminars.
On the personal financial front, the PIA Western Alliance's partnership with Specialized Agency Services, LLC also offers the services of Berntson Porter & Company, PLLC to help you with:
- Financial statement compliance
- Audits
- Estate and retirement planning
- Wealth management
- Tax compliance
- Tax consulting
- Litigation and forensic services
Members in need of financial services such as tax issues and structural issues for ownership transfer need to contact Larry Morrison at: larrymorrison@piawest.com
Members wanting legal information can contact Gary Jacobson at: garyjacobson@piawest.com
Gary Jacobson was formerly staff counsel for SAFECO Insurance, involved with agency perpetuation and transition matters of all kinds, including agency loans. He has co-founded and owned several small businesses. His practice specialty is independent insurance agencies, with an emphasis on mergers and acquisitions, succession planning, shareholder buy-sell agreements, employment contracts, non-competes, related corporate and partnership law, and real estate transactions. He has worked with hundreds of independent agencies over a 30-year period, as well as various insurance carriers regarding their respective agency-related activities.
Gary has written and lectured extensively throughout the country on the internal and external ownership transition of independent insurance agencies and a variety of related contractual matters.
Larry Morrison has upper level management experience as President of a small manufacturing firm and Chief Financial Officer of a medium sized manufacturing firm. He managed one of the largest industrial engineering teams in the world while in the Air Force, responsible for setting the manpower standards for all ICBM missile maintenance in the Air Force. Larry is a Certified Business Appraiser (CBA), Certified Management Accountant (CMA), Chartered Life Underwriter (CLU), and Chartered Financial Consultant (ChFC). He has a Certificate in Business Succession Planning from the American College, an MBA in Finance/Economics from the University of Washington, an MS in Engineering Management from South Dakota School of Mines & Technology, and a BS in Engineering Science from the U.S. Air Force Academy.
He has taught finance and statistics at the University of Washington, and finance at Pepperdine University. He has provided expert testimony regarding valuation, economic analysis, and business ownership change issues. He has taught a number of continuing education classes to attorneys, CPA's, CMA's, life insurance agents, property/casualty insurance agents, and real estate agents involved in business brokerage.
Larry has written and lectured extensively on customized key employee compensation, business valuation, and ownership transition of closely held businesses.
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