Agency Valuation&Perpetuation

Body: By AgencyFocus​Looking ahead to 2025, our AgencyFocus team put together some of our predictions for what agencies should be expecting in the upcoming year based on trends in data we have seen this year. Good news for almost everyone- we believe the market will begin to soften.M&A Trends: Growing Divide in Agency Valuations M&A activity will remain strong but the gap between those that command strong multiplies and those that command weaker ones will continue to widen. This will be based on agency performance, risk, and transferability.Softening Market: Overall Revenue Dip Based on Retention Rate As the market begins to soften, many agents who saw an all-time…

Abstract: Whether or not a sale is on the horizon, knowing the financial health and value of your agency is vital for every agency owner. Body: ​Whether or not a sale is on the horizon, knowing the financial health and value of your agency is vital for every agency owner. For many, the current M&A environment is causing agency owners to contemplate whether now is the right time to buy or sell. Knowing your agency's value is one of the best ways to prepare for opportunities that may arise either grow by acquisition or to potentially sell.While many believe that they only need a valuation…

​For most independent insurance agency owners, their agency is their most valuable asset. It is a part of who you are, and a big part of your life. It is understandable that selling your agency will no doubt be a significant milestone in your career. Whether you are planning to perpetuate internally or sell externally, preparing to sell your agency is a complex and multifaceted process. The more time you give yourself to prepare in advance the more options you will have for your agency's future. To help you navigate this journey, we have compiled a list of the top 5 things you should do…