This week we’ll be speaking at the BIG (Brokers Insurance Group) Meeting in Pomona Ca. The subject of the talk is 10 Reasons you’re Insurance Agency could be losing value and what to do about it. You can read more about the event here. The presentation discusses how to add value to your insurance
agency by educating agency owners on what it takes to maximize an agency valuation. Accounting, Sales Culture, Automation and a Marketing presence are some of the items discussed as well as what business structure helps your tax basis when you’re ready to sell your insurance agency.
We’re looking forward to working with BIG and hope to see you there.