Please be aware a course cannot be applied toward your license renewal requirements more than once within a two-year licensing period. We encourage you to review your education transcript to verify whether you’ve already completed this course. You can access your transcript here.
Tuesday, November 03, 2026 10:00 AM - 10:50 AM Central Standard Time
Webinar
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:
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Tuesday, November 03, 2026 11:00 AM - 11:00 AM Central Standard Time
There is no one-size-fits-all ownership transition. Compare the most common perpetuation models and determine which options align with your financial, personal and business priorities.
We’ll explore:
Tuesday, November 03, 2026 12:00 PM - 12:50 PM Central Standard Time
A good deal takes more than good numbers. Explore how leadership, culture, expectations and long-term goals can determine whether a buyer and seller are truly a fit.
Tuesday, November 03, 2026 1:00 PM - 1:50 PM Central Standard Time
Get into the mechanics of the transaction. Learn what drives agency value, how deals can be financed and what buyers and sellers should uncover before moving forward.
Tuesday, November 03, 2026 2:00 PM - 2:50 PM Central Standard Time
Signing the deal is not the finish line. Learn how to manage the leadership handoff while protecting employee, client and carrier relationships.