Agency Operations

Whether out of fear or the false belief that there’s always more time, most agency owners make the same three mistakes in succession planning.

Whether you decide to perpetuate internally, foster a funded business handoff to your successors, or go with an external sale, one thing is certain: There are several key steps you’ll need to take to maximize your agency’s value.

Integrating another agency into your operations presents both tremendous opportunities and significant challenges for employees and management alike.

For agency owners contemplating perpetuation, a sale or simply benchmarking their business value, understanding the four trends is critical for business planning.

For agency owners preparing for a sale, planning succession or assessing their competitive standing, it’s more important than ever to understand the forces that drive an agency’s valuation.

The recently enacted tariffs have introduced uncertainty into the insurance industry, including the agency mergers & acquisitions market. Here are three areas to monitor over the coming months.

Consider these five strategies if stress and burnout is forcing you to consider selling your agency.