Valuation based planning to help agency owners realize and maximize their value.
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Independent Insurance Agencies and the Evolving M&A Landscape
27 May 2025
Benefits as a Tool to Recruit and Retain Talent in the IA System
28 April 2025
2025 Q1 Marketplace Report
21 April 2025
The Valuation Rule of Thumb
09 April 2025
The Power of Preparation – How Asking for Help Can Drive Growth
08 April 2025
The Independent Agency System Report Card – 2025 Evaluation
05 March 2025
How to Sell Your Insurance Agency
05 March 2025
Six Key Factors That Impact Insurance Agency Valuations
25 February 2025
Tax Implications and Guidelines for Independent Insurance Agencies – Part 2
18 February 2025
The Quiet Reason Many Agents are Selling Their Agencies
11 February 2025
Three Keys to an Internal Perpetuation
07 February 2025
Help! I’m Getting a Divorce and My Ex Wants Half of the Value of My
02 January 2025
Tax Implications and Guidelines for Independent Insurance Agencies – Part 1
11 December 2024
Navigating Private Equity in the Independent Agent System: Strategic Insights for Agency Owners
03 December 2024
Help! A Key Carrier is Cancelling my Contract – How will it Affect my Agency
14 November 2024
How the Election Outcome will Impact Insurance Agency Values
06 November 2024
The Camouflaged Contributor to Consolidation
23 October 2024
What is Private Equity in the Independent Agency System?
24 September 2024
Navigating the Complexities of Insurance Agency Acquisitions: Insights from Industry Leaders
03 September 2024
The Ins and Outs of EBITDA and How to Leverage It
19 August 2024
Available Internal Perpetuation Options: The Agency Perpetuation Process Part 2
15 August 2024
Help! Our Community Just Suffered a CAT, How Will This Affect My Agency Value?
03 July 2024
Three Ways Your Accounting Practices Affect the Value of Your Insurance Agency
19 June 2024
2024 State of Independent Insurance Agency Valuations – IA Valuations Webinar Recap
30 May 2024
The Resiliency of the Independent Insurance Agency System and How You Can Leverage It
09 May 2024
Big-Picture Questions for Navigating Perpetuation: The Agency Perpetuation Process Part 1
24 April 2024
Help! I’m Not Getting Profit-Sharing This Year. What Effect Will It Have on My Agency
11 April 2024
Contingency Performance Trends
08 April 2024
2024 Agency Tax Check-Up
07 March 2024
Help! I’m Buying My Dad’s Insurance Agency and It Has Not Been Updated in 35
30 January 2024
Help! I’m 65 and Want to Sell My Insurance Agency
22 January 2024
Small Changes That Will Impact Value
19 January 2024
New Year, New Opportunity to Focus on the Top 5 Areas that will Improve the
11 January 2024
Are M&A Transactions Really Slowing Down?
04 December 2023
Understanding Your Agency Value in the New Year
21 November 2023
Challenges and Opportunities Owners Face When Selling an Agency
02 November 2023
Is There an Optimal Age to Sell Your Insurance Agency?
01 November 2023
The Five Factors that Have the Greatest Impact on Value at Sale
27 September 2023
The Effect of the Hard Market on Agency Values
27 September 2023
The Importance of a Strong Balance Sheet
18 September 2023
The McKinsey Report – 10 Years Later… What Actually Happened
31 August 2023
Understanding How Revenue Per Employee Affects Your Agency Valuation
28 August 2023
Being in the Driver’s Seat
16 August 2023
Narrowly- Vs. Broadly-Held Stock Ownership and the Impact on Agency Value
07 August 2023
Red Flags that Weaken Agency Value
28 July 2023
Has Your Agency Value Peaked?
06 July 2023
5 Reasons to Use IA Valuations for an Insurance Agency Valuation
05 July 2023
The Power of Using an Agency Valuation as a Business Planning Tool
16 June 2023
Factors that Affect Agency Value – Growth
15 June 2023
The 6 Steps to Sell Your Insurance Agency
14 June 2023
Perpetuation Planning – The Sooner The Better
30 May 2023
How Does Consolidation in the IA System Affect the Value of Your Agency?
16 May 2023
Planting the Seeds for Your Agency’s Future to Bloom
09 May 2023
The Outsized Impact of Contingent Income
08 May 2023
Reliance on Contingent Commissions for Profitability
25 April 2023
Running an Efficient Agency in the Fast-Paced Insurance Industry
25 April 2023
More than 30% of Insurance Agencies Lack Employment Agreements
10 April 2023
The Missing Ingredient in Local Agency Acquisition Offers – Equity
20 March 2023
What Are Best Practice Agencies Doing to Differentiate Themselves from the Rest of the Field?
09 March 2023
Is it Time for Your Annual Agency Tax Check Up?
09 March 2023
Three Vital Agency Factors to Integrate Today!
09 March 2023
How Local Agents Can Compete with Private Equity for Acquisition Opportunities
21 February 2023
What Impact Does Agency Ownership Age Have on Agency Performance and Valuation?
16 February 2023
The Misperception About Agency Values and Private Equity Buyers
14 February 2023
Five Things to Consider When Selling Your Agency
11 January 2023
Using an Agency Valuation as a Roadmap for Growth
08 November 2022
The Gap Between High and Low Performing Independent Insurance Agencies is Wide and the Effects
01 November 2022
Traditional Independent Agencies are Losing the M&A Game
01 September 2022
