Agency Focus Webinar - Planning for an Internal Transition of Ownership in your Agency
Online - Webinar link will be sent out three days prior to the course
* Registration open until 8/26/25 at 12:00 AM (CST)
Mastering Insurance Agency Success: A Comprehensive Webinar Series on Growth, Transition, and Performance
This session provides an in-depth look at perpetuation planning for agencies, exploring its definition, key components, and the importance of having a plan to mitigate risk, attract talent, and increase agency value. Topics include ownership criteria, triggering events, valuation methods, and resolving disputes. The session also covers how to start planning by asking the right questions for both current and future owners, financial modeling, and understanding how to value an agency using different methods, including revenue and EBITDA multiples.
Speaker: Carey Wallace
Registration Options
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Registration Options
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Credits | Price |
|---|---|---|
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Member Registration
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1.00 (MN Continuing Education Approved) | $0.00 |
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Non-Member Registration
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1.00 (MN Continuing Education Approved) | $50.00 |
Carey Wallace
BIO:
Carey Wallace started her career in a technology startup and found her way into the insurance industry like many others have – by chance. She fell in love with the people, the entrepreneurial spirit, and the insurance industry as a whole. While working for the Ohio Insurance Agents Association, Carey created valuation and consulting services as well as built and led the first data-analytics company solely focused on independent insurance agencies. She is incredibly passionate about helping agency owners leverage data to grow and thrive in the changing insurance marketplace.
Over the past 14 years, Carey has worked with hundreds of agencies helping them understand their agency’s value and turn that knowledge into an actionable plan for their agency’s future. Carey has a Finance degree from West Virginal University and provides a variety of consulting services through the company she founded, Agency Focus, LLC
For More Information:
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