Network Affiliation & Agency Valuations
June 18 | 11:00 AM ET
Join this INA Webinar to explore the significant impact Insurance Agency Networks have on the valuations of their member agencies. The discussion will provide a historical overview of agency valuations, examine key changes in the marketplace, and assess the influence of private equity. Discover how being part of a network affects agencies that are buying or selling, and learn how network relationships can greatly enhance an agency’s value and the strength of an acquirer.
If you are an agent considering joining a network, or a network wishing to refine recruitment, this webinar is for you.
Runtime: 1 hour, including audience questions.
About Carey Wallace, Founder, Agency Focus
Over the past 16 years, Carey has worked with hundreds of independent insurance agencies helping them understand their agency’s value and turn that knowledge into an actionable plan for their future. She is a Certified Exit Planning Advisor, CEPA, and provides a variety of business consulting services including valuation, perpetuation planning services, acquisition support, financial and compensation analysis, and fractional CFO services through the company she founded, Agency Focus, LLC.
Carey has presented to over 5,000 agents this past year, and is considered an expert in her field. She is also the co-host of the podcast Insurance Refocused which highlights agents that are innovating and redefining the benchmarks in our industry. She prides herself in taking the time to understand the agency’s unique situation and helping them build the future they envision for themselves.