Agency Valuation Webinar Series

Big I Illinois has partnered with Ohio Insurance Agents (OIA)/IA Valuations to offer members a free webinar series on agency valuations.

2025 Webinars

These sessions have been approved for one hour of Illinois CE.

Each webinar will run from 11:00 am to Noon, cst.

Session recordings are available to members (no CE). Login to view.

August 27

Minimizing the Risks of an Agency Acquisition: How to Perform Proper Due Diligence

Agents will learn how to minimize the risks of an agency acquisition. This includes learning about the due diligence process, identifying risks, and assessing an agency acquisition. Agents will also understand how to review employment agreements, restrictive covenants, E&O, and EPLI/HR risks. Finally, agency owners will understand how to mesh cultures, incentivize the merging producers and staff, and maximize the success of an acquisition.

September 24

Private Equity in the Independent Agency System

Agents will learn the history and risk of Private Equity (PE) in the independent agent system and insurance industry. Agents will learn about PE's impact on agency operations, E&O risks, valuations, M&A activity, and what the entrance of PE into the IA system means for their agencies and the future of the system. It will highlight the risks that come with PE for policyholders, local communities, and insurance carriers.

October 29

Is Now the Right Time? What to Consider When Planning to Transition Your Agency Ownership

Agent owners will understand what to consider as they ponder transitioning their clients and agency to new ownership. They will learn about the key steps to planning and preparing for a smooth transition of their agency operations, clients, and carrier partners.

2025 Webinar Recordings

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2025 Webinar Series Registration