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
Agency Risk
In this episode, Lindsay and Carey discuss the importance of focusing on agency growth and business strategy, emphasizing the need for agency owners to work on their business rather than just in it. They explore the challenges of risk assessment within agencies, highlighting how many agencies struggle to identify their own risks despite being adept at assessing client risks. The discussion also covers key metrics for agency health, such as retention and profitability, and the necessity of creating space for strategic thinking. Finally, they stress the importance of delegation and intentionality in managing time and resources effectively.
About
Resources
Contact Us
The AgencyFocus Content Hub
Articles
Case Studies
Newsletters
Article
4 Minutes
What Strong Financials Really Say About Your Independent Insurance Agency
Article
8 Minutes
Month-End Financial Checklist for Insurance Agencies
Article
5 Minutes
Are You Missing Out On Tech-Driven Growth?
Podcast
18 Minutes
Agency Risk
Article
9 Minutes
What’s Really Putting Your Agency at Risk?
Podcast
23 Minutes
Concentration Risk
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
Podcast
30 Minutes
Failing to Plan: An Agency's Biggest Risk
Case Study
5 minutes
The Perpetuation Crisis
Podcast
27 Minutes
Agency Risk Factors
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
Podcast
31 Minutes
What Even Is a Valuation Report Anyways
Article
7 minutes
Strategies for Increasing the Value of Your Agency
Podcast
33 Minutes
Increasing Your Agencies Valuation
Next
.avif)
.png)
.png)
.png)
.png)
.png)
.png)
.png)
.png)
.png)
.png)
