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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


P&C Licensing Course   
        Jan. 29-31 ~ Mechanicsburg, PA
CISR Personal Lines   
        Feb. 5 ~ Newtown Square, PA
CISR Pers. Residential   
        Feb. 6 ~ Mechanicsburg, PA
CISR Agency Operations   
        Feb. 7 ~ Pittsburgh, PA
P&C Licensing Course   
        Feb. 12-14 ~ Breinigsville, PA
L&H Licensing Course   
        Feb. 19-21 ~ Mechanicsburg, PA
CIC Agency Management   
        Feb. 20-22 ~ Harrisburg, PA
HOLD: Auto/Recreation   
        Feb. 26 ~ Frederick, MD
HOLD: Auto/Recreation   
        Feb. 27 ~ York, PAFull Schedule

Agency Procedure Manual

Customizable documents to formalize agency workflows.

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