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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 Pers. Residential   
        Oct. 16 ~ York, PA
CISR Life & Health   
        Oct. 16 ~ Wilkes-Barre, PA
James K. Ruble Seminar   
        Oct. 16-17 ~ Cranberry Twp, PA
CISR Pers. Residential   
        Oct. 17 ~ Wilmington, DE
CISR Life & Health   
        Oct. 17 ~ Wyomssing, PA
WTHOLD: Good Life: PL   
        Oct. 18 ~ Salisbury, MD
CISR Comm. Casualty II   
        Oct. 23 ~ Phoenixville, PA
P&C Licensing Course   
        Oct. 23-25 ~ Newtown Sq., PA
Construction Issues   
        Oct. 24 ~ Baltimore, MD

Full Schedule

Agency Procedure Manual

Customizable documents to formalize agency workflows.

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