[Guest Webinar] 10 Building Blocks of Agency Value

Everyone needs to have a plan for their business. Even if you're not planning to retire or sell your agency soon, it's important to know the value of your business. Join this webinar for an insider's perspective on how agencies are valued by buyers.

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How to Identify Your Agency's Value

What are the key elements that create equity value for their owners? How are buyers coming up with their purchase price offers?

Eventually, every life and health insurance agency will sell. Whether due to an acquisition, retirement, or change of direction. One of the top considerations during a sale is value. How valuable is your book of business? What are the components that add to the value? 

Join Brett Rosen as he shares his unique experience on both sides of the process and provides insider tips for ensuring the optimal perpetuation strategy for you and your business.  

In this webinar, you'll learn:

  • The key elements that create value in your agency
  • What buyers are looking for when assessing value
  • How organization can positively impact the overall value of your business
  • Top tips for increasing the value of your agency

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brett-rosen-circle-100Brett Rosen
Rosen Advisory

Why Attend This Webinar?

Whether retirement or selling is around the corner or years away, the first step is knowing your business' value. We want to ensure that every agency has access to the information they need to increase the value of their book of business.

Who is Brett Rosen?

Brett Rosen is the Principal of Rosen Advisory, a boutique M&A consulting firm out of Atlanta, GA. His experience as an owner-founder fuels his passion and appreciation for working with owners. He has worked with hundreds of agency owners in his career and is excited to share his insights with you.

Who is AgencyBloc?

AgencyBloc, the #1 Agency Recommended Management Platform, supports life and health insurance agencies with a suite of industry-specific solutions and services, including Sales Enablement, Quoting, Client and Policy Management, Commissions Processing, and more.