Having a perpetuation plan for your agency is one of the most important investments you can make in your agency. It will protect you, your customers, your staff, as well as your family. It is critically important for all agencies to document their plan, regardless of where they are in their agency lifecycle. That’s why Big I Maryland has partnered with Agency Focus, to help our members build the plan that is right for them.
About Agency Focus
AgencyFocus is a consulting firm that helps independent insurance agencies gain confidence in every financial decision. We turn complex financial data into clear, practical insights owners can act on. Because we are fee-only, we do not broker business, so our guidance stays focused entirely on what is best for your agency’s goals, whether that is growing, perpetuating, buying agencies, or selling your agency.
Founded by Carey Wallace, AgencyFocus has a team of consultants serving independent agencies across the country. Our team brings data-driven approaches to valuation, financial strategy, and perpetuation planning. Please reach out to us when you’re ready to dive into your agency’s financial health.
Maximizing Agency Value Through Financial Insights
AgencyFocus provides independent insurance agencies with the financial expertise and strategic guidance needed to make informed decisions at every stage of growth. Our services go beyond valuation. We help agencies understand their financials, plan for the future, and maximize value with confidence.
- Fair Market Valuation
- Gain an objective, data-driven perspective on your agency’s health and future potential
- Fractional CFO Services
- Expert financial management that aligns agency operations with strategic growth.
- Benchmarking
- Use industry data to uncover insights and tools for improved performance and growth.
- Perpetuation Planning
- Protect your agency’s future value with a strategic ownership transfer plan.
Big I Maryland members receive a free 30-minute consultation with AgencyFocus to review your agency needs and provide advice and resources focused on business planning, agency operations and compensation strategy.
