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Agency Valuation & Perpetuation

Agency Focus

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A perpetuation plan will protect you, your customers, your staff, and your family

Having a perpetuation plan for your agency is one of the most important investments you can make in your agency. It will protect you, your customers, your staff as well as your family. It is critically important for your agency to document your plan, regardless of where you are in your agency lifecycle.

Carey Wallace with Agency Focus will show you the value of your agency as a multiple of EBITDA (Earnings Before Interest Taxes Depreciation and Amortization), not a multiple of revenue. You'll see why this holistic approach is important and how you can leverage this knowledge to plan for your agency, and grow and compete in the changing insurance marketplace.

Agency Focus specializes in valuations and perpetuation plans for small independent insurance agencies. Their process is streamlined and their price structure is cost-effective for smaller agencies.

Carey 2.jpgCarey Wallace
Agency Finance and Valuation Consultant

Phone: 614-657-2674