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Recordings Now Available

A five-part webinar series for agency buyers, sellers, and owners planning what comes next.

The Agency Perpetuation Playbook walks prospective buyers and sellers through the full ownership transition—from getting ready to getting the deal done.
Access the recordings and your 5 planning tools below 👇
Social Media PDF-4

Session 1: Is Your Agency Ready for Perpetuation?

What makes an agency attractive, valuable and transferable? Learn how financial health, leadership depth, systems, client relationships and owner dependence can affect a future transaction.

You’ll learn how to:

Spot operational and financial readiness gaps

Evaluate owner dependence and transition risk

Identify the factors that strengthen agency value

Start preparing before your options become limited

WATCH THE RECORDING: 
📹Session 1: Is Your Agency Ready for Perpetuation

TAKEAWAY TOOL:
➡️Agency Perpetuation Readiness Scorecard

Social Media PDF-Sep-21-2026-03-05-30-0581-AM

Session 2: Choose the Right Perpetuation Path

There is no one-size-fits-all ownership transition. Compare the most common perpetuation models and determine which options align with your financial, personal and business priorities.

We’ll explore:

Internal perpetuation

Partial ownership transition

Strategic partnership

External acquisition

Hybrid approaches

WATCH THE RECORDING: 
📹Session 2: Choose the Right Perpetuation Path

YOUR TAKEAWAY TOOL:
➡️Perpetuation Path Decision Guide

Social Media PDF-Sep-02-2026-08-10-37-9285-PM

Session 3: Finding the Right Fit - Buyer, Seller and Successor

A good deal takes more than good numbers. Explore how leadership, culture, expectations and long-term goals can determine whether a buyer and seller are truly a fit.

You’ll learn how to:

Select a buyer, seller or successor

Identify cultural and leadership alignment

Spot red flags and deal-breakers early

Clarify future roles and expectations

Know when it may be better to walk away

WATCH THE RECORDING: 
📹Session 3: Finding the Right Fit - Buyer, Seller and Successor

YOUR TAKEAWAY TOOL:
➡️Buyer-Seller Fit Scorecard

Social Media PDF-Aug-21-2026-03-35-48-7020-PM

Session 4: Making the Deal Work - Valuation, Financing and Due Diligence

Get into the mechanics of the transaction. Learn what drives agency value, how deals can be financed and what buyers and sellers should uncover before moving forward.

You’ll learn how to:

Understand key agency valuation drivers

Explore common financing structures

Prepare for buyer due diligence

Identify financial, legal and operational deal killers

Know when to bring in CPAs, attorneys, lenders and valuation professionals

WATCH THE RECORDING: 
📹Session 4: Making the Deal Work - Valuation, Financing and Due Diligence

YOUR TAKEAWAY TOOL:
➡️Agency Deal Prep Checklist

Social Media PDF-Sep-03-2026-02-17-56-2606-PM

Session 5: Closing the Deal & Starting the Next Chapter

Signing the deal is not the finish line. Learn how to manage the leadership handoff while protecting employee, client and carrier relationships.

You’ll learn how to:

Build a realistic transition timeline

Communicate with employees and clients

Transfer relationships and critical knowledge

Define the seller’s future role

Establish clear decision-making authority

Plan the first 90 days after ownership changes

WATCH THE RECORDING: 
📹Session 5: Closing the Deal & Starting the Next Chapter

YOUR TAKEAWAY TOOL:
➡️90-Day Agency Transition Plan

Five Sessions. One Ownership Roadmap.
Buying or selling an independent insurance agency is about more than agreeing on a price.
You need the right agency. 
The right buyer or successor. 
The right deal structure. 
And a transition plan that works for the people and clients who depend on the business.
Get the information, questions and practical tools you need to prepare for your next move.

➡️Get all 5 Planning Tools

12.8.25_Lead Underwriters