Solutions
Fair Market Valuation
Gain an objective, data-driven perspective on their business health and future potential
Benchmarking
Using industry data to uncover insights and tools for improved performance and growth
Fractional CFO
Expert financial management aligning agency operations & strategic growth
Perpetuation Planning
Protect your agency's future value by building a plan for ownership transfer
Acquisition Analysis
Analysis that helps agencies evaluate potential acquisitions or partnerships
Compensation Analysis
Optimize pay structures to retain top talent, maximize profitability & productivity
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The AgencyFocus Content Hub
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Article
10 Minutes
How Smart Agencies Are Investing Today to Win Tomorrow
Article
8 minutes
How to Evaluate Agency Tech (Without Regretting It Later)
Article
5 minutes
What to Expect When You Get a Fair Market Valuation
Case Study
5 minutes
The Perpetuation Crisis
Article
10 minutes
Key Metrics Independent Insurance Agency Owners Should Track
Case Study
4 minutes
Standing Out In a Sea of Buyers
Article
10 minutes
Selling Your Agency? Avoid These Common Regrets
Case Study
4 minutes
Becoming the CEO of My Agency
Article
5 minutes
Get Your Comp Structure Solid
Article
3 minutes
2025 Predictions
Article
7 minutes
Strategies for Increasing the Value of Your Agency
Article
7 minutes
Agency Acquisition Pitfalls in a Hard Market
Article
8 minutes
The Value of Balance Sheets for Insurance Agencies
Article
6 minutes
A Practical Guide for Insurance Agency Financial Statements
Article
5 Minutes
Hiring In a Scratch Agency
Article
3 Minutes
Managing Carrier Risks in Your Book of Business
Article
4 Minutes
Blowing up the Benchmarks
Article
5 Minutes
You're in Control
Article
2 Minutes
What is your Agency's Number? The Policies Per Customer Factor
Article
3 Minutes
The Best Technology is the Technology You Use
Article
5 Minutes
Know Your Numbers to Unlock Your Agency's Insights
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