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Colby Allen

As VP of Valuation & Consulting at Agency Brokerage, Colby helps agency owners chart a course to achieve their growth and exit goals.

insurance business owner shaking hands with CFO

Should an Insurance Agency Hire a CFO?

Whether an insurance agency should hire a CFO will depend on several factors including the agency’s size, goals, and their organization. When and how they hire is influenced by what stage an agency…

7 min to read

man increasing business financial status

Good Financial Management Will Boost Your Agency’s Value

As an independent insurance agency owner, preparing for an eventual exit is something that has crossed your mind. One of the easiest ways for us to identify well-run agencies is the quality of…

5 min to read

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