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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

 


 

 

Need help?

Fee-for-service counselors are available to help in lieu of many of the DIY compliance resources described here.
800-998-9644, option 4

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Upcoming Programs


CISR Risk Management   
        July 17 ~ Lancaster, PA
CISR Risk Management   
        July 18 ~ Frazer, PA
Good & Nasty Stuff    
        July 24 ~ Macungie, PA
CIC Personal Lines   
        July 25-28 ~ Cranberry Twp., PA
Good & Nasty Stuff    
        July 25 ~ Ellicott City, MD
HOLD: Personal Lines   
        July 25 ~ Erie, PA
HOLD: Contracts/Leases   
        July 26 ~Pittsburgh, PA
Good & Nasty Stuff    
        July 26 ~ Newark, DE
CISR Pers. Residential   
        August 1 ~ Allentown, PAFull Schedule

Agency Procedure Manual

Customizable documents to formalize agency workflows.

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