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Agency Perpetuation Resources

Agency value: market conditions and practices

Valuation methods

Consultants

  • List of consultants - Access to professional consultants for agency valuation &/or perpetuation, and other general consulting services

Online services

Other useful resources

Power Hour Webinar (members only): Key Financial Ratios
explains the key ratios that should be monitored in every agency

 


 
  

Compliance Counseling Services

Affordable, fee-based solutions in lieu of IA&B's do-it-yourself compliance resources.

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Agency Procedure Manual

Customizable documents to formalize agency workflows

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