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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


Good & Nasty Stuff   
        Sept. 5 ~ Monroeville, PA
Good & Nasty Stuff   
        Sept. 6 ~ Mechanicsburg, PA
CISR Comm. Casualty I   
        Sept. 6 ~ Exton, PA
CISR Comm. Casualty I   
        Sept. 6 ~ Bridgeville, PA
CIC Comm. Multiline   
        Sept. 11-14 ~ Harrisburg, PA
E&O-Meeting Change   
        Sept. 12 ~ Mechanicsburg, PA
CISR Comm. Casualty II   
        Sept. 18 ~ Macungie, PA
CPIA Position Success   
        Sept. 18 ~ Collegeville, PA
CISR Comm. Casualty II   
        Sept. 19 ~ Mechanicsburg, PA

Full Schedule

Agency Procedure Manual

Customizable documents to formalize agency workflows.

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