Agency Valuation & Perpetuation Consulting
89% of agency owners do NOT know their Fair Market Value. Are you one of them? PIIAC members receive a FREE 30-minute consultation with Carey Wallace with Agency Focus.
Valuation & Perpetuation Consulting
Agency Focus, LLC with Carey Wallace
Agency Focus now offers Fractional CFO Services. Click here for more details.
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 understanding the Fair Market Value of your agency, you’ll get an understanding of:
Carey Wallace with Agency Focus will show you the value of your agency as a multiple of EBITDA (Earnings Before Interest Taxes Depreciation and Amortization), not a multiple of revenue. You’ll see why this holistic approach is important and how you can leverage this knowledge to plan for your agency’s future and grow and compete in the changing insurance marketplace.
Customized consulting is also available, and includes:
Agency Operations
Compensation Strategy
Transition Planning - Clients & Future Owners
Agency Goal & Budgeting
Cashflow & Risk Analysis
Carrier Strategy
Carey Wallace
Owner & Consultant, Agency Focus, LLC
CAREY@AGENCY-FOCUS.COM
Carey has worked in the insurance industry for the last 12 years and with entrepreneurial small businesses throughout her entire career. During that time, Carey has developed key business consulting services to ensure that agencies have the information and support needed to plan for their agency and successfully perpetuate to the next generation. She has worked with over 150 agencies to help them understand their agency’s value and plan for their future. Carey is a nationally recognized speaker on both the impact of leveraging data in your agency & valuation and perpetuation planning. She has presented on these topics in over 20 states, several national conferences, carrier events, been interviewed on various industry podcasts and has published several articles on these subjects. Carey possesses extensive experience, knowledge, and passion in assisting independent insurance agents in making the best decisions based on data and insights specific to their agency.
Recent Articles
Take the Emotion out of the Sale with the Opportunity Scorecard
by Jack Kasel, Sales Development Expert, Anthony Cole Training Group We all know that selling is an emotional activity both for you and your prospect. For your prospect, it’s because they will need to put their faith and trust in you to help them improve their risk...
Private Equity Takes a Pause: What It Means for Agency Owners
By: Robert Pettinicchi Recently, private equity (PE) firms have slowed their rapid pace of insurance agency acquisitions and some buyers have even hit the pause button. It is unknown if this is a case of indigestion or lack of capacity, but the slowdown is...
PIIAC Has a Lot to Look Forward to in 2023
We are seeing a changing landscape and continually seeing changes that are impacting the way our member agencies do business. We continue to evaluate our offerings and resources that PIIAC provides and will continually add new resources and benefits for the betterment of our members.