Joyce King provides wisdom regarding mergers and acquisitions, the documents the agent needs to prepare, as well as the entities the agent needs to pay attention to when it comes to compliance.
Steve Lawrence discusses the differences and similarities between a merger and an acquisition as well as the various processes involved for each.
Joyce King discusses the topics of budgeting, expansion and withdrawal. She shares the critical points to remember for your compliance budget and why this is the first thing an agency should plan for every year. She also shares her advice regarding state expansion and state withdrawal and which states make it more difficult.
Joyce King discusses licensing and compliance issues as they relate to mergers and acquisitions. She shares scenarios of what happens when you prioritize licensing and compliance, and explains what happens when you don’t.