American Association of Insurance Management Consultants

We invite you to browse the AAIMCo library and read the works of our members. The articles and books in the AAIMCo Library are copyrighted and contain the individual and collaborative works of our Professional Members. Some of the volumes reside here on our site while others are on loan from our members and reside on their web sites. When you select the title of a volume, you will automatically be taken to it whether it is in our library or that of a member. With the exception of Standards  &  Guidelines For Appraising Insurance Agencies / Brokerages, which may be reproduced with credit to AAIMCo as copyright, please contact the author before reproducing or using the article or book for business purposes. 

NOTE: Only volumes with a ** Symbol have been peer reviewed.

All Articles
Profile photo for Gary Jacobson

Basic Asset Sale for an Agency

Will it be an “ASSET” sale or a “STOCK” sale? The first (and most fundamental) question when structuring either an internal or external transition

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Buying An Agency - From the Buyer's Perspective


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What happens when an owner dies, or becomes totally and permanently disabled… and lives??  Do you have a contingency buy-sell agreement?

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‘Till Death Do Us Part with Our Agency?

Discussion on the differences between cross purchase and stock redemption and the tax effect on each.

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