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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Case Studies
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Article
3 Minutes
How a Hard Market can Impact Your Agency’s Profitability
Article
4 Minutes
Why an Independent Agent?
Article
2 Minutes
What Multiple can I expect for my agency?
Article
3 Minutes
Time to Know Your Agency's Value
Article
3 Minutes
Not all Revenue is Created Equal
Article
2 Minutes
Key Components of a Perpetuation Plan
Article
4 Minutes
The Risk Inside your Agency
Article
4 Minutes
Top 6 Things to do When Buying an Agency
Article
2 Minutes
Is Your Agency Healthy?
Article
5 Minutes
Are YOU the Future?
Article
5 Minutes
Great Changes are Here – Is Your Agency Prepared?
Article
3 Minutes
5 Key Behaviors of Great Agency Owners
Article
3 Minutes
The Problem with Silence
Article
2 Minutes
Three Parts to Planning for your Future
Article
6 Minutes
I Want to Buy – Now What?
Article
2 Minutes
Is it time to sell?
Article
3 Minutes
Planning for the Unexpected
Article
5 Minutes
Investing in Your Agency’s People Can Lead to Big Returns
Article
7 Minutes
How to build a strong budget for your agency
Article
3 Minutes
The Impact of Budgeting for your Business
Article
3 Minutes
Is your retention strategy data-driven?
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