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 all agencies to document their plan, regardless of where they are in their agency lifecycle. That's why we have partnered with Agency Focus to help our members build the plan that is right for them.
Agency Focus works with independent agent owners to ensure that they understand their agency's Fair Market Valuation, the risk factors and opportunities impacting your value, and the ways you can leverage this data to grow your agency's value. In addition, Agency Focus provides guidance and support in order to build strong perpetuation plans that are in line with the agency's goals and timeline. All plans are supported by financial modeling and the appropriate documentation to ensure the agency's future is protected.
Services Available Through Agency Focus:
Big I Maryland Members are entitled to a FREE 30-minute consultation with Agency Focus to review your agency needs and provide advice and resources focused on business planning, agency operations, and compensation strategy.