Our Full Valuation and Perpetuation Services are for agency owners who are considering perpetuating internally, selling their agency to a third party, or even purchasing another. Our compassionate team of experts understands that your agency is your lifeblood, your reputation, and your legacy. We will provide guidance and advice as you navigate the steps of perpetuating your agency.
BUSINESS PLANNING SESSION
Based on the prepardness and desire of the agency to perpetuate, IntellAgents will lead a one-day planning session to ensure that the owner/leadership goals are aligned.
After the business planning session, IntellAgents and agency leadership with review the big picture perpeuation plan including:
- Plans to transfer relationships, books of business and control of the agency
- Desired exit dates for key agency leaders
- Transfer of ownership to perpetuation candidates (How much stock and when)
- Stock transfer mechanisms (Gifting, agency redemption, etc.)
The process of valuing and perpetuating an agency is about so much more than a number. With IntellAgents, you'll have a passionate team of experts to guide you through the steps to perpetuate your agency internally or externally.
IntellAgents is here to ensure independent insurance
agencies are empowered with the right tools to plan their
As the trusted advisor for independent agents, IntellAgent's
valuation tools and services are designed to give you so much more than just a number.
WHAT YOU RECEIVE
- Fair market indication of value report
- Your agency's unique profile and risk factors
- IA Insights: Ways to improve agency value
- Factors affecting internal perpetuation
WHAT WE NEED
- Books of business account information
- Employee data
- Ownership structure
- Member: $3,000
- Non-Member: $3,500
- 2-3 weeks from data submissions
Carey has spent more than 20 years working with small businesses, dealing in all aspects of operations, including accounting and financial analysis, human capital management, business development, project and product management, and business intelligence. She is a dynamic leader with hands-on experience developing business valuations, performance scorecards, and succession planning tools that help customers prepare their businesses for a healthy transition of the organization to their next owner. By completing five successful mergers, or acquisitions, nine private placements, and an IPO for a startup organization, Carey has demonstrated throughout her career that she can develop and implement thoughtful strategic plans, which she translates from theory to practical application by deploying tactics throughout the organization that produces effective results.
Craig is an accomplished manager with more than seven years of experience from a leading independent agency consulting firm where he advised over 100 independent agencies on their valuation, perpetuation and business planning needs. He is focused on helping customers grow, improve, and transition their organizations to the next owner. He has a prior valuation and consulting experience in the insurance industry. His experience in an innovative, market-disrupting consumer goods startup translates well to helping entrepreneurial independent agents understand their value. Craig is a builder of teams, a leader, and motivates exemplary performance. He has his MBA in Marketing and Finance, and many years in business planning strategy, creating short and long-term business plans, financial models, rojections and analysis to attract venture capital funding.