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Valuation, Perpetuation, Succession
To date the most popular PIA Circle of Professionals course is:
Valuation, Perpetuation and Succession.
Financial and legal experts, Larry Morrison and Gary Jacobson offer practical street level advice and "how to" tips even your CPA may not know. Morrison and Jacobson will get you ready to compete to buy an agency, sell your own agency, or pass it on to key employees or your family.
Though no PIA Western Alliance Circle of Professionals seminars are planned in the near future, you can click here to access individualized valuation, perpetuation and succession assistance from Morrison and Jacobson.
PIA members get a 10 percent discount on the services Morrison and Jacobson provide exclusively to the PIA Western Alliance.
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