Need a perpetuation plan? Curious about your agency's value?
We can help!

Agency Valuation & Perpetuation Consulting

For many agency owners, their agency represents their life's work, and as a result, it's most likely their largest single asset. To best protect you, your staff, your clients, and your agency's future, it's important to have a thoughtful plan for your agency’s future, and that starts with knowing the value of your agency. That's why we've partnered with Agency Focus to bring you a perpetuation and valuation resource you can trust.

When you go through the fair market valuation process you can expect to gain insights that will help you plan for your agency’s future and identify opportunities to grow your agency. Your agency's value is much more than a number. When you go through the process of understand the Fair Market Value of your agency, you'll get an understanding of: 

• Industry Benchmarks
• Key Risk Factors
• The Impact of Time
• Resource Allocation
• Ways to Increase your Value

  ---

Carey Wallace, CEPA

Agency Valuation & Perpetuation Consultant
Agency Focus
[email protected]

Redeem a FREE Consultation!
Big I Indiana members receive a FREE 30 minute consultation with Carey to review your agency needs and provide advice and resources focused on business planning, agency operations and compensation strategy. 

Customized consulting is also available, and includes:

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

Agency Perpetuation Courses

On-Demand Courses Available:

• Legacy Blueprint: Crafting Tomorrow's Agency Today: In an industry where evolution is as certain as change, passing the baton from one generation to the next should be seamless and strategic.  In this keenly important session related to planning for the agency's future and its ability to continue to serve its customers, we’ll dive deep into the intricacies of perpetuation planning at this must-attend session.  Not only will participants explore the compelling reasons behind succession planning, but they'll also leave with a blueprint for executing it flawlessly. Approved for 4 hours of Indiana CE. 

  Register Now



• Blueprint for Success: Crafting Your Ownership Journey: Dream of leading your own insurance agency? Whether you're a dedicated employee with aspirations of stepping up or a next-generation family member aiming to continue a legacy, this session is tailor-made for you. Explore the complexities and opportunities of agency ownership, including the strategic, legal, financial, and personnel facets. Discover the essential components of effective perpetuation planning and the nuances of agency valuation. Engage with seasoned professionals who will offer insights into leadership transitions and the paths to successful ownership. Chart your course, learn from the best, and unlock the potential to transform your ambition into a flourishing agency legacy. Approved for 3 hours of Indiana CE.  

  Register Now