Gain clarity and confidence in understanding your agency’s worth, no matter your revenue size.
130+ 5 Star Reviews
436+ Valuations Completed
Understand Your Value & Reasoning Behind It
Know where your weaknesses are and how to improve them
Missed Opportunities to Grow or Sell at the Right Time
Internal disagreements during buy-ins, partnerships, or transitions
Outside perspective on your business
Reveal blind spots that internal assessments miss
"I'm so grateful for her expertise in data and how to leverage it to improve our agency operations. Carey also helped us work through our transition and planning for the next generation of leaders."
Patrick O’Neill O'Neill Insurance
"Their passion and commitment to helping agencies grow is evident with her intentionality and positivity in every interaction. The expertise from this team will help steer any organization in the right direction."
Patrick McClure Impact Performance Team
"I felt they cared professionally and personally that I understood the methodology and processes used. This certainly brought a feeling of trust and that made all the difference for me."
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