Educational Webinars

Acquisition Strategy webinar

Acquisition Strategy

Tune into Part 3 of our “Preserve Your Legacy” webinar series as we discuss acquisition strategies. In this webinar, you’ll gain a better understanding of the acquisition process, including financing, due diligence, deal terms, and much more. Watch now!

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perpetuation planning webinar

Perpetuation Planning

Join us for Part 2 of our “Preserve Your Legacy” webinar series as we review Perpetuation Planning. In this webinar, experts will answer important questions like, “Why plan my exit?”; “Why do owners sell?”; “How can I protect my current staff?; and much more!

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Valuation & Benchmarking webinar

Valuation & Benchmarking

Watch Part 1 of our “Preserve Your Legacy” webinar series as we discuss valuations and benchmarking. In this webinar, we’ll answer questions like “Why obtain an agency valuation?”; “What is the purpose of the valuation?”; “What variables impact value?” and many more. Tune in!

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how to build an agency to sell

How to Build an Agency to Sell

Mike Mensch from Agency Brokerage Consultants talk about how to build an insurance agency, the ins-and-outs of selling your agency, and acquisitions. If you ever think you may want to sell your agency, this video is loaded with valuable information from one of the best in the industry!

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Buying an Insurance Agency: Part 1 - An Introduction to the Agency M&A Market

Buying an Insurance Agency: Part 1 – An Introduction to the Agency M&A Market

Introduction to the insurance agency mergers and acquisitions marketplace, how to value an acquisition opportunity as a buyer and structure the acquisition transaction, and the process of actually finding and acquiring an insurance agency.

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Buying an Insurance Agency: Part 3 - The Acquisition Process

Buying an Insurance Agency: Part 3 – The Acquisition Process

If you are interested in buying an insurance agency, then the information contained in this three part presentation will be of very high value to you. We are delivering insider information that you won’t likely find anywhere else, particularly not online, for free or viewable at your discretion.

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Hiring an M&A Advisor to Value, Sell or Acquire an Insurance Agency

Hiring an M&A Advisor to Value, Sell or Acquire an Insurance Agency

This presentation is for those that are seeking a mergers and acquisitions advisor to help value, sell or acquire an insurance agency or brokerage. In this video we cover specific attributes to look for and questions that you should ask before selecting an insurance agency mergers and acquisitions advisor.

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Best Practices for Growing an Insurance Agency

Best Practices for Growing an Insurance Agency

This presentation discusses some best practices for growing (and managing) an independent insurance agency based on our interaction with agencies around the country as a valuation and merger and acquisition advisor.

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selling an insurance agency or brokerage

Selling an Insurance Agency or Brokerage

This is a copy of our webinar from 2011 on selling an insurance agency or brokerage. This presentation discusses the process for developing an exit strategy from an insurance agency to maximize the value upon sale. The moderator is Michael Mensch with Agency Brokerage Consultants.

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