Valuation and Agency Insights

1. Time is incredibly valuable to you and your agency. Knowing your value and what drives your value is powerful. The earlier you gain this understanding, the more time you have to increase your agency value.

2. Take action by utilizing these practical examples. We will discuss several insights and the practical steps you can take today to increase your agency’s value. We shared how reallocating resources and investing in your agency can significantly improve your agency’s value over time. It is much like the time value of money when investing in stocks - the earlier you invest, the greater the potential return. There are several key areas where you can make investments in your agency to drive your value up.

• Allocate resources to invest in growth
• Reduce your risk factors
• Document and implement a buy-sell agreement and perpetuation plan
• Understand the tax implications of your current corporate structure

3. Every agency needs to have a plan. Your agency is most likely your biggest asset and may even represent your life’s work. It needs to be protected. The best way to do that is to have a thoughtful plan for the future. We have resources and expertise available to help you every step of the way as you build the plan that is right for your agency. This is one of the many resources that we have built to help our agents continue to flourish. Our team is excited about your future and want to be a part of giving you as many options as possible as you plan for the future of your agency.