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
#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
"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 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."
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."
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