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
Navigating an Internal Perpetuation Between Family
Internal perpetuation of a family-run independent insurance agency sounds simple on paper, but what happens when legacy, leadership, and family collide?
Perpetuation Planning
Common Independent Insurance Agency Mistakes That Can Cost You in Your Valuation
Common mistakes agency owners make prior to getting an insurance valuation
Fair Market Valuation
What Strong Financials Really Say About Your Independent Insurance Agency
Your agency's financial health shows in strong cash flow, controlled spending and steady growth.
Benchmarking
Month-End Financial Checklist for Insurance Agencies
This step-by-step checklist ensures you close each month with confidence and stay ahead of potential problems.
Fractional CFO
Are You Missing Out On Tech-Driven Growth?
Fast-growing agencies use more tech, but simply adding systems won't boost profits. The winners carefully choose tools that fit their specific needs and actually use them to full potential.
Perpetuation Planning
Agency Risk Factors
In this episode, Lindsay and Carey discuss risk factors affecting agency value, emphasizing the concept of transferability. Carey explains how transferability relates to the predictability of an agency's ongoing performance and the various factors that influence it, including agency culture, technology, and niche markets. The conversation highlights the significance of continuity and the need for agency owners to assess their businesses from a buyer's perspective to identify potential risks.
Acquisition Analysis
Failing to Plan: An Agency's Biggest Risk
In this episode, Lindsay and Carey discuss the importance of perpetuation planning for agency owners and the consequences in the event of not having a plan in place. They dive into the components that should be included in a perpetuation plan, and the steps to take to create a living document that can be updated regularly. If there's one thing they want listeners to take away from this episode, it's the emotional and financial implications of being unprepared and encourages agency owners to take action to protect their businesses and families.
Compensation Analysis
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The AgencyFocus Content Hub
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
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Becoming the CEO of My Agency
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5 minutes
Get Your Comp Structure Solid
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3 minutes
2025 Predictions
Podcast
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What Even Is a Valuation Report Anyways
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Strategies for Increasing the Value of Your Agency
Podcast
33 Minutes
Increasing Your Agencies Valuation
Podcast
37 Minutes
Marketing Drives Agency Acquisitions w/ Nick Vitali
Podcast
47 Minutes
Inside the Acquisition: 7-Month Reflection w/ Rob Bowen
Podcast
35 Minutes
Deciding to Sell the Agency w/ Matt Crismore
Podcast
35 Minutes
The Truth about Selling Your Agency w/ Matt Naimoli
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
Podcast
37 Minutes
Beginners Guide to Acquisitions w/ Rob Bowen
Article
5 Minutes
Hiring In a Scratch Agency
Podcast
40 Minutes
After the Sale w/ Max Olson
Podcast
45 Minutes
In the Absence of a Plan w/ Abigail Whorton
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