Journal Live Series
November 4, 2024, • 12:00 pm – 12:45 pm ET
Speakers: David M. Pooser, Ph.D. and W. Kurt Fickling, CRM, CIC, CRIS
Program Overview
When independent insurance agencies change ownership, an accurate valuation of the business is crucial. A valuator that doesn’t understand the nuances of the business may ignore the trends affecting the agency, leading to a miscalculation of value. Join an audio discussion with the authors to learn the independent insurance agency characteristics that are important to buyers and sellers. This article offers a roadmap to an accurate valuation for independent insurance agents intended to assist agency principals, potential investors, valuation consultants, and other interested parties to create new relationships that lead to seamless transitions and expanded agency opportunities.
REGISTRATION FEE
Members/Journal Subscribers: No Fee • Nonmembers: $39.00