Agency Valuation Webinar Series

Perpetuation planning is more than an exit strategy; it’s a business continuity imperative. Join the IA Valuations team to learn the essentials of emergency buy-sell planning, internal succession readiness, and preparing your agency for external options. Walk away with practical insights to protect your agency’s value, people, and legacy – no matter your timeline.

Acquiring an agency without proper due diligence can expose you to hidden risks. Join the IA Valuations team to learn how to identify red flags, evaluate culture and contracts, and assess financial, employment, and compliance risks before you close. Gain practical insights to structure smarter deals, protect the book of business, and set your acquisition up for long-term success.

Private equity is reshaping the independent agency system, and every agent should understand what that means. Join our Private Equity in the Independent Agency System webinar to explore why PE is investing in agencies, how it impacts valuations, operations, and M&A activity, and where hidden E&O risks can emerge. Learn how to navigate PE-driven growth while protecting your clients, culture, and long-term sustainability.

Unlock the hidden advantages of today’s soft insurance market in our upcoming webinar, How to Capitalize on a Soft Market. Learn how reduced re-marketing demands create space for strategic planning, growth initiatives, operational upgrades, and new business expansion. Join industry experts to discover practical steps your agency can take now to thrive, both today and when the market shifts again.

Explore how technology is reshaping agency performance in our upcoming webinar, How Will Technology Impact Agency Operations & Value. Learn how AI, automation, and industry benchmarks are transforming efficiency, reducing risk, and driving stronger valuation outcomes. Join us to uncover practical strategies that can position your agency for long-term success in a tech-driven marketplace.

Learn how to evaluate one of the biggest decisions an agency owner will ever make in our upcoming webinar, When is the Right Time to Sell an Agency? This session breaks down the personal, financial, operational, and market factors that signal whether it’s time to transition, and what steps to take next. Join us to gain clarity, avoid common pitfalls, and confidently plan the future of your agency.