Agency Valuation & Perpetuation Consulting

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 Big I Maryland has partnered with Agency Focus, to help our members build the plan that is right for them. 

Agency Focus with Carey Wallace

Agency Focus works with independent agency 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. 

Big I Maryland members receive a FREE 30 minute consultation with Carey to review your agency needs and provide advice and resources focused on business planning, agency operations and compensation strategy. 

Customized consulting is also available, and includes: 

  • Agency Operations
  • Compensation Strategy
  • Transition Planning - Clients and Future Owners
  • Agency Goal and Budgeting 
  • Cashflow and Risk Analysis 
  • Carrier Strategy

Additional Resources

Contact Information:

Big I Maryland

2408 Peppermill Dr., Ste A

Glen Burnie, MD. 21061

P: 410-766-0600


@ 2023 Independent Insurance Agents of Maryland, Inc