Agency Valuations and Succession Planning
Let's face it—no one likes to think about becoming disabled or dying unexpectedly, and some people can't even picture what it would be like to retire.
Regardless if you plan to pass the agency to your spouse or children, sell internally, or find an external buyer, you first need to set a value on the agency. We can help you through the often confusing process of determining a value for your organization, or one you are thinking about acquiring. Due diligence helps you ensure that the price you receive... or pay... is based on sound business and financial principles.