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Agency Valuation


Agency Valuation & Perpetuation Consulting


Do you know your agency’s value?

To best protect you, your staff, your clients and your agency’s future, it’s important to have a thoughtful plan in place, and that starts with knowing your agency’s value. Thanks to a brand new partnership with Carey Wallace and her consulting company, Agency Focus, Big I Connecticut members will receive a FREE 30 minute consultation with Carey.

This discussion will review your agency’s needs and provide you with advice and resources focused on business planning, agency operations, compensation strategy, and more! This is a huge, new opportunity for members to get one-on-one time with one of the industry’s experts on data, valuation and perpetuation planning.


agencyfocus.pngCarey Wallace, CEPA
Agency Valuation & Perpetuation Consultant,
Agency Focus