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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 
        Feb. 6-8 ~ Mechanicsburg, PA
CISR Agency Operations 
        Feb. 13 ~ Monroeville, PA
CISR Personal Residential 
        Feb. 14 ~ Mechanicsburg, PA
CIC Personal Lines 
        Feb. 14-17 ~ Harrisburg, PA
CISR Personal Auto  
        Feb. 15 ~ Wyomissing, PA
L&H  Licensing Course 
        Feb. 20-22 ~ Mechanicsburg, PA
CISR Risk Management 
        Feb. 21 ~ Breinigsville, PA
CISR Agency Operations 
        Feb. 22 ~ Collegeville, PA
CISR Life & Health  
        Feb. 23 ~ Lancaster, PA
Full Schedule

Agency Procedure Manual

Customizable documents to formalize agency workflows.

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