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Bill Helbling Speaks at Strategic Exit Event for Independent Agencies

Posted on May 14, 2024

Bill Helbling spoke last week at an event for independent insurance agencies: "Strategic Exits: Succession Planning, Valuation, and M&A for Independent Agencies." Hosted by Big i Michigan, Tropolis, and Unity Partners, the event featured strategies for increasing agency value, planning for the future, and navigating potential M&A opportunities.

Bill spoke on "Legal Perspectives on Succession Planning, Perpetuation, and Mergers and Acquisitions." He has significant experience with M&A, especially in the insurance industry, in addition to other business law matters, banking and commercial lending, nonprofit and tax-exempt entities, and intellectual property & technology.

Bill Helbling Speaking at M&A Event May 2024

For more information, please contact Sarah Holland.