Agency Services

Free 1/2 hour consultation to review your agency needs and provide advice and resources focused on business planning, agency operations and compensation strategy.  

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 including: 

• Agency Operations
• Compensation Strategy
• Transition Planning - Clients
• Transition Planning - Future Owners 
• Agency Goal and Budgeting
• Cashflow and Risk Analysis 
• Carrier Strategy   

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