PYA Executives Provide Insight on Succession Planning and Effective Marketing at ALTA Convention

succession planning compliancePYA Senior Manager Mark Brumbelow presented “Transitioning Within a New Market” at the American Land Title Association’s (ALTA) 2016 Annual Convention, October 4-7, 2016, at the Fairmont Scottsdale Princess in Scottsdale, Arizona.

The presentation provided insight into proper succession planning, as title or settlement agents contemplate retirement or an exit strategy. It analyzed various ownership transition options available to business owners as they consider retirement, expansion, or ownership succession.  Attendees learned about:

    • The common components of every succession plan.
    • The importance of identifying and developing the right team members to step into leadership roles and how to expand the candidate pool, if necessary.
    • The role family dynamics play in the success or failure of a succession plan.
    • The impact taxes have on a succession plan and ways to get the best tax treatment for your particular situation.

View the presentation below.

Debra Gentry, Director of ALTA Best Practices Group at PYA, also presented “Compliance Is One of the Best Ways to Market Your Business.” Her presentation covered:

    • The use of the compliance “seal of approval” when promoting title services to the marketplace.
    • The role of social media.
    • Radio/TV advertisement.
    • Other industry relationships that may be used to promote your services.

View the presentation below.

If you were unable to attend the ALTA Annual Convention, but would like more information about succession planning or capitalizing on compliance to grow your business, contact one of our executives below, (800) 270-9629.


View White Paper Here
Mark Brumbelow

Mark Brumbelow

Senior Manager

Debra Gentry

Debra Gentry

Director, ALTA Best Practices Services Group

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