Perpetuation Planning
Perpetuation planning for Insurance Brokers and Wealth Management Firms
Ensuring a Smooth Ownership Transition
Exiting your business is a big step. After all, you’ve been building your service offering, client base and reputation for years. Whether you are transferring your business to family or management, or selling to another company, MarshBerry helps you find the best path forward for everyone involved. Leveraging our experience of perpetuation planning and profound understanding of insurance and wealth management firms, MarshBerry’s consultants consider the options that best fit your needs.
In the dynamic world of financial services, succession exit planning is crucial to maintaining your business’ continuity and success. Determining your path forward goes beyond quantitative financial analysis. To prepare and execute effective firm perpetuation planning, MarshBerry takes the time to know and understand you, your firm’s goals, designated successor, culture, staff and customers.
The MarshBerry team helps you:
- Understand the market environment, the value of your business, and legal and financial complexities
- Craft a roadmap for the seamless transfer of leadership and ownership when that time comes
- Secure your firm’s legacy and success beyond the planning phase, coordinating the transition and coaching your successors
Contact The Advisory Team
MarshBerry’s team of advisors are thought leaders and experts in the insurance brokers and wealth management industries. As a client, your firm benefits from their combined hands-on experience and professional designations in finance, accounting and economics. No matter what your needs are, they have the understanding to craft a personalized solution.
Michel Schaft joined MarshBerry in 2017 as an Independent Consultant and is currently Managing Director of MarshBerry.
As Managing Director of MarshBerry’s UK office, Olly spearheads efforts to help clients prepare, market and execute transactions by utilizing data rich insights and market perspectives to help them build, enhance and sustain value.
Olly founded IMAS Corporate Finance LLP in 1992 and was responsible for the development of IMAS-insight, IMAS’S central knowledge-based system. He was involved in the majority of IMAS’ transactions and is highly experienced in what makes for a successful transaction and making it happen.
Prior to his roles at MarshBerry and IMAS, he worked for Cazenove and Kleinwort Benson. He qualified as a Chartered Accountant with Arthur Anderson and has a degree in Economics from Exeter University.
Olly takes pride in building long-lasting relationships with decision-makers across the financial services sector based on his knowledge and insights.
Armand Hoftijzer helps real estate agents in the Netherlands and Europe further with their growth strategy. Since February 2021, he has been linking his expertise and experience to MarshBerry's methodologies and data.
As an independent consultant, Jan represents MarshBerry’s full spectrum of insurance brokerage and corporate finance advisory solutions in Germany, Austria and Switzerland
Prior to joining MarshBerry in May of 2023, Jan was general representative of Lloyd’s Insurance Company S.A. and Country Manager Germany and Austria for 12 years. Before that he was Member of the Management Board of Willis in Germany responsible for international business and Client management. Until 2000, Jan was with Aon Germany as Head of Client Services in the Frankfurt region.
From 1987 until 1991, he was Vice President of Joost & Preuss, Inc. in Atlanta, Georgia USA.
He started his broking career in 1983 with the German Broker Joost & Preuss Group, which was later taken over by Jauch & Hübener.
Jans dominating skills are focusing on customer relations and international business development.
His role at MarshBerry is to develop the market and especially relations with the Broker community in the Dach Region.
