Your Agency’s Financial Mastery Starts Here.

Learning for Growth-Minded Agencies - live and on demand. Empowering you to make confident, informed financial decisions with ease.

Ready to jump in with both feet? Join us live on the second Tuesday of each month at 1 PM EST to gain the insight, strategy, and financial clarity you need to set your agency up for success.

This Quarter's Series

Buying an Agency

A free 3-part summer webinar series for independent agency owners
Join us live on the second Tuesday of each month from 1–2 PM EST for this practical, expert-led series on buying an agency the right way.

Session 1

Before You Buy: What Every Buyer Should Know First

July 8th @ 1:00 PM

Session 2

How to Evaluate an Agency: Financials, Clients & Red Flags

August 12th @ 1:00 PM

Session 3

Structuring the Deal: Terms, Talent & Transition Plans

September 9th @ 1:00 PM

Never Miss a Class or Update...

Our online classes are in the works, and trust us, you’ll want to be in the loop. Drop your info below to stay updated on new webinars, tools, and learning resources.