The Mistake that 70% of Agency Sellers Make

2022-09-02T13:43:29-04:00September 2nd, 2022|

I stumbled across an interesting video online the other day.  One of the large brokers that acquires agencies had created a presentation to train their people on how to pursue and negotiate acquisitions.  This internal M&A strategy has become a [...]

The Value of Customer Retention

2022-02-10T10:10:02-05:00February 10th, 2022|

When it comes to agency valuations, agency owners often ask us questions like, “How is the value of our years in business, our reputation, our organic growth, or our customer retention rate factored into the analysis”? The simple answer is [...]

What is the Purpose of an Agency Valuation?

2020-09-13T18:45:45-04:00November 6th, 2017|

Regardless of whether you plan to buy or sell an agency, getting an agency valuation is a smart financial move. When you know what your agency's worth now, you can make more data-driven decisions about your company. You can take [...]