Solutions // Perpetuation Plan

Ensure Long-Term Success

Put a plan in place and ensure that what may be your largest asset is protected and the people that you care about the most are well taken care of
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#1 Agency Risk
Factor?

Single owner past the age of retirement with no plan.

Having no plan is the fastest way your agency will sell for a discount. Don't let this happen to the agency you've worked so hard for.

Know Your Standing

Understand how your agency compares to industry standards

Identify Opportunities

Pinpoint areas of weakness and uncover opportunities for improvement

Strategic Planning

Use actionable insights to inform decisions and shape long-term strategies

How it works

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We will spend time discussing your specific needs. Whether it's a particular concern you're looking to address or you simply want to get your house in order, we'll help outline the best course of action. You'll receive a personalized proposal tailored to your goals using our proven methods to achieve them effectively.
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Or more context-specific for your business
A member of our team will guide you step by step through gathering the necessary information for the service and assist in troubleshooting any challenges in locating it within your systems. We will then review the submitted data and seek additional clarification as needed to ensure an accurate and thorough analysis. All data is stored securely.
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Using industry standards and proven methodologies, our team will perform a detailed analysis to deliver actionable insights. Depending on the service, this may include financial trends, market benchmarking, valuation calculations, or growth potential assessments.
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You will receive a comprehensive report detailing our findings. Our team will schedule a call to review key sections, gather any additional quantitative context, and ensure you fully understand the insights and recommendations. This step allows for discussion of any factors that might impact the results of the analysis.
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After incorporating notes from our review meeting into the final report, we will provide additional documentation or support as needed. This ensures you are fully prepared to use the analysis and recommendations for your intended purpose, whether it’s strategic planning, operational improvements, or another goal.
"When we needed to finalize our perpetuation plan, we turned to AgencyFocus for help and their knowledge and expertise made a burdensome task seem almost painless!".
Guy Landes - Photo

Guy Landes
LandesBlosch

"Exceptional at guiding clients through complex agency planning challenges, including perpetuation planning. Their deep commitment and genuine interest in the success of each client shine through in the thoughtful and tailored approach."
Mr. Kevin Pante

Kevin Panter   
Kevin Panter Insurance

"I trust their advice, valuation of my business and the guidance. They are consistently providing to help me lead and build my company to reach the goals set."
Trey Siner  - Perp

Trey Siner
Trey Siner Insurance Group