Designed to fit your Agency's needs
AgencyFocus offers a wide range of services to independent insurance agency owners. Not sure what you're looking for? Learn more about some of the services we offer below.
We offer a free 1/2 hour consultation to review your agency needs and provide advice and resources focused on business planning, agency operations and compensation strategy.
Agency Valuation Services
We work with you to ensure that you understand your agency's Fair Market Valuation, the risk factors and opportunities impacting the agency's value, and the ways you can leverage this data to grow your agency's value.
In addition, provide we guidance and support in order to build strong perpetuation plans that are in line with your goals and timeline and supported by financial modeling as well as the documentation to ensure your agency's future is protected.
Customized consulting is available to suit your needs. Examples of other services offered include:
Transition Planning - Clients
Transition Planning - Future Owners
Agency Goals & Budgeting
Cashflow & Risk Analysis
Have something else in mind? Please feel free to reach out to us!
Our Focus is on Your Agency
AgencyFocus has one goal in mind: helping agency owners.
Carey Wallace and her team will work with you and your agency to design and meet goals, plan for the future, strategize, and more.