Agency Perpetuation Playbook - Session 1: Is Your Agency Ready for Perpetuation?

Webinar  
Tuesday, November 03, 2026 10:00 AM - 10:50 AM   iCalendar Central Standard Time

Members Only

Free

No CE

What makes an agency attractive, valuable and transferable? Learn how financial health, leadership depth, systems, client relationships and owner dependence can affect a future transaction.

You’ll learn how to:

  • Spot operational and financial readiness gaps
  • Evaluate owner dependence and transition risk
  • Identify the factors that strengthen agency value
  • Start preparing before your options become limited

Webinar  


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Agency Perpetuation Playbook - Session 1: Is Your Agency Ready for Perpetuation?
Members OnlyFreeNo CEWhat makes an agency attractive, valuable and transferable? Learn how financial health, leadership depth, systems, client relationships and owner dependence can affect a future transaction.You’ll learn how to:Spot operational and financial readiness gapsEvaluate owner dependence and transition riskIdentify the factors that strengthen agency valueStart preparing before your options become limited
November 03rd, 2026
10:00 AM
November 03rd, 2026
10:50 AM
Central Standard Time
Webinar