Your Agency’s Financial Mastery Starts Here.

Coming Soon: On-demand expert guidance tailored for independent agencies - accessible anytime, anywhere. Empowering you to make confident, informed financial decisions with ease.
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Buying An Agency

Course Time: 3 Hours
Instructor: Carey Wallace
This course will break down the critical factors that separate successful acquisitions from costly mistakes. Learn how to evaluate books of business, assess financial performance, and uncover hidden risks that could impact your bottom line. From culture fit to growth potential, this course delivers the insights you need to confidently navigate the agency acquisition process. Whether you're ready to make a move or just exploring possibilities, this class gives you the edge to grow your agency strategically and profitably.

Selling An Agency

Course Time: 3 Hours
Instructor: Carey Wallace
Selling your agency is a major milestone that requires strategic planning and careful execution. In this class, you'll learn how to prepare your agency for sale, maximize its value, and navigate the complexities of the process. From understanding your financials and addressing risk factors to identifying different types of buyers and defining your goals, this course breaks down the key elements that lead to a successful sale. Whether you're planning to sell soon or years down the road, this class provides the insights you need to position your agency for the best outcome.

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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 launch progress, sneak peeks, and maybe even a few surprises. Early access? Discount codes? Exclusive extras? You never know what might land in your inbox – but you’ll have to be on the list to find out!