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
TechOps
Align people, platforms, and processes, so your tech stops holding you back and starts driving real growth.
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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