Independent Agency Valuations: Why Revenue Multiples Are Misleading
An independent agency valuation is the key to determining your agency value, and can also help you understand what levers you can pull to increase value over time.
Succession Planning
Declaration of Independents: Megan Carroll
In 2017, Carroll became a part owner and president of Stein Agency, a process in which she has stepped up professionally and grown into a leadership position while learning the ropes of agency management and p&c insurance.
5 Areas Where Alignment Can Make or Break an Acquisition
The landscape of agency acquisitions is as challenging as it is rewarding. To be successful, an acquisition requires a delicate balance between strategic alignment, financial prudence, cultural fit and more.
Declaration of Independents: Stephanie Dew
In 2022, Dew, then 20% owner of WinStar, learned that the other two owners would be retiring. She didn’t want to see the agency absorbed by the large buyers circling overhead and decided she would buy it herself—even if it meant mortgaging her house.
AN Radio: Family Matters with Katelyn Aitken Meyer
Katelyn Aitken Meyer, from Aitken & Ormond Insurance, discusses her expanding role from accounting to overall agency operations and IT, as well as tips for keeping family drama at bay.
AN Radio: Preparing for Agency Ownership
Avery Moore, owner of ECI Insurance, and Scott Freiday, division director at InsurBanc, dig into the intricacies of financing an independent insurance agency.
