Buy, Sell & Finance Your Agency
Solutions for agency valuation, lending, succession planning and growth opportunities.
Without a plan, your agency, your staff, your clients and all that you have worked hard to build is at risk.
In order to best protect you, your agency and your agency’s future, it’s important to know your agency’s value.
InsurBanc is an independent community bank that was founded by agents exclusively for agents. Agency financing and cash management services.
Redeem a FREE Consultation!
Big I KY members receive a FREE 30 minute consultation with Carey Wallace 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
