Free Resources

Due Diligence Checklist

What items should you review when considering buying an agency?

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Merger Questionnaire

What questions should you be asking when considering buying an agency?

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Succession Checklist

How should you plan for the future of your agency?

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Partnership Questions

How can you know if you and a new partner will be compatible?

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Merger Communication

How will you inform your stakeholders of a merger?

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Perpetuation Plan

Start drafting your plans for the future of your agency

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Budget Template

Design a budget that will work for your agency

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Producer Goal Template

Help your producers set and achieve realistic sales goals

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Chart of Accounts

Design a chart of accounts that aligns with industry standards

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