Skip Navigation

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

Read more.

Upcoming Programs


Grilled Cheese & Beer   
        Sept. 27 ~ Phoenixville, PA
      *Limited Seating*
James K. Ruble Seminar   
        Oct. 1-2 ~ Ocean City, MD
        *SOLD OUT - Waiting List*
L&H Licensing Course   
        Oct. 2-4 ~ Pittsburgh, PA
CISR Comm. Casualty I   
        Oct. 2 ~ Lancaster, PA
      *Limited Seating*
CISR Comm. Casualty I   
        Oct. 3 ~ Frederick, MD
E&O Mtg. the Challenge   
        Oct. 4 ~ Newtown Square, PA
WTHOLD: Good Life: PL   
        Oct. 9 ~ Macungie, PA
      *Limited Seating*
P&C Licensing Course   
        Oct. 9-11 ~ Breinigsville, PA
CISR Personal Lines   
        Oct. 10 ~ Blairsville, PA

Full Schedule

Agency Procedure Manual

Customizable documents to formalize agency workflows.

Read more.