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Solutions for agency valuation, lending, succession planning and growth opportunities.
Why this matters.
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.
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:
Redeem a FREE Consultation!
Big I KY 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
Perpetuation
Agency valuation, perpetuation consulting, financing and cash management.
Agency Valuation
Perpetuation Consulting