Perpetuation for Independent Agents.
The Big “I” is your partner in planning a smooth and successful agency perpetuation plan.
Planning for the future.
The Big “I” understands that perpetuation is one of the most important and personal decisions an independent agency owner will ever face. Whether you’re planning your own retirement or dreaming of future agency ownership, a smooth and successful transition starts with a solid plan.
Perpetuation isn’t just a transaction—it’s a process. It takes time. Time for the next generation to develop leadership skills and gain operational expertise. And it takes time for outgoing leaders to share their vision, strategies and legacy with care.
The Big “I” is here to guide you through it all. Bookmark this page and check back because Big “I” resources, tools and expert insights will continue to be added to this page to support you.
Succession Planning for Owners.
When you are swept up into day-to-day agency ownership, it’s hard to find time to plan for a profitable exit from your agency. While retirement may seem far away, a solid plan takes years of preparation. From identifying the right successor to navigating valuations, passing on your agency can be challenging. However, if it’s done right, it’s incredibly rewarding.
Selling an Insurance Agency
Whether you’re aiming to retire or pursuing a new opportunity, this essential guide from the Big “I” walks you through every step. Learn how to streamline the process and maximize your agency’s value.
Give Your Kids a Chance to Succeed
Parents are always parents and most parents never stop worrying about their children. Such worry, though, sometimes robs children of their success and happiness.
Death in an Agency
One of the absolutely worst situations an appraiser absolutely dreads is when he has to tell a family the agency is not worth what the recently passed relative told relatives it was worth.
What’s New.
Not Your Father’s Agency
Something is happening out there in the independent agency world—and it’s not what you might think. With so many older principals selling to large aggregators, you might wonder if the independent agency system is on the ropes.
Home Grown: Cultivate Your Agency’s Next Leaders with ‘Perpeducation’
For Sarah Brown, president and CEO of Keller-Brown Insurance Services in Shrewsbury, Pennsylvania, and her parents, Joy Keller-Brown and Jeff Brown, perpetuation was a carefully planned and executed process.
Resources
Whether you want to broaden your insurance knowledge to reduce risk, create a more inclusive agency culture, hone your marketing prowess or master your niche, the right education can get you there.
Understanding Your Agency & Personnel Management.
Growth Potential & Benchmarks
Turn to the 2024 Best Practices Study Update for a blueprint for growth.
Valuation
Improperly valuing an agency for sale or purchase can cost hundreds of thousands of dollars.
Future Talent
Where will the next generation of employees come from?
Diversity
Discover opportunities and benefits of embracing diversity.
Big “I” Hires
To grow your agency and be successful, find the right talent to make your vision a reality.
Invest Internships
Cultivate your workforce and conquer staffing challenges with the strategic use of interns.
Future Agency Owners: A Pathway to Ownership.
Need More Help? Consultants & Resources.
Share your agency goals and benefit from a bank that understands independent agents and their business.
Crafting a thorough, seamless perpetuation plan requires expert guidance. Benefit from the knowledge and of the Reagan Consulting team.
Burand & Associates, LLC can help position your agency for a better future with education, information and insights.
R&D Advisory Group was founded on the premise that the best way to navigate the complexities of business and real estate finance is by applying a science-based approach to a business’s individual goals and vision.
Considering an Alliance?
