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Do you know your agency’s value? 96% of agencies have never had a valuation.

Do you have a perpetuation plan? 70% of agencies have a single owner, and the weighted average age of shareholders at agencies is 58.

Understanding and planning for one of your biggest assets is critical. That’s why KAIA has partnered with Carey Wallace and AgencyFocus to provide resources and consulting for agency planning, perpetuation, valuation, financials, and data utilization.

Why have a plan? 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.

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Carey Wallace

Agency Finance and Valuation Consultant
614-657-2674
carey@agency-focus.com

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