Services
Introductory Session
The Value of your Agency
The Value of your Agency
Free 1/2 hour consultation to review your agency needs and provide advice and resources focused on business planning, agency operations and compensation strategy.
The Value of your Agency
The Value of your Agency
The Value of your Agency
Work with agents to ensure that you understand your agency's Fair Market Valuation, the risk factors and opportunities impacting your value, and the ways you can leverage this data to grow your agency's value.
In addition, provide 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
The Value of your Agency
Customized Consulting
Customized consulting including:
- Agency Operations
- Compensation Strategy
- Transition Planning - Clients
- Transition Planning - Future Owners
- Agency Goal and Budgeting
- Cashflow and Risk Analysis
- Carrier Strategy