“The deal would have never happened if it hadn’t been for Drew and Danyel literally and figuratively holding our hand through the entire process. Their knowledge, reassurances, and “talk off the ledge” conversations gave us the ability to handle the sale with grace, humility, and to not only provide for our family but to create an opportunity for a long-time employee who can now build generational wealth and carry on the legacy of the agency.”

The workshop Sell Your Agency Without Regrets is built specifically for agency owners who want to start thinking about an exit strategy. The further out you start planning, the more options you make available to yourself. But it all starts with understanding the game.

The truth is — most agencies don’t sell. The owner just locks the door and walks away when they’re ready to retire. Or they can’t really afford to retire and so they just keep working.

There’s a better way.

Don’t let anyone tell you that your agency is too small to sell.

In this one-day virtual workshop, we’ll cover:

  • The current M&A market (why it’s so hot and what does the future look like)
  • What factors influence an agency’s value the most/least (we’ll do back of the napkin math so everyone will have a ballpark)* If you want to actually have us do a valuation — it’s normally a $5,000 fee. With the workshop registration, you can purchase it for $3,500 (which includes a private consultation with Drew & Danyel) when you register for this workshop.Note: All valuation materials must be turned in by April 1 if you want it completed by April 23rd (day of the workshop)
  • What attracts buyers and where do you find them?
  • Pros/cons of internal versus external sales
  • How do you influence the value of the agency? What questions should you be asking at 10, 5, 3 and 1 year out from the ideal sale timeframe? And what can you do today to increase the value of your agency?
  • How do you know when you’re ready and if the time is right? And what do you do first when the time is right?
  • Learn from their experience — meet a recent buyer and seller (Not from the same deal). They’ll tell you the good, bad, and ugly from their experiences.* Our take on how to avoid regrets

If you wait until you’re ready to be done — it’s too late. Your options will be limited IF there are any options left on the table.

We’ve left ample room for questions and discussions throughout the day. You will leave the workshop informed, inspired, and with tools to help you craft a plan so you can maximize your options and your sales price!

Sign up for the Sell Your Agency Without Regrets Today!

The workshop is April 23, 2024 from 10 am – 5 pm eastern. We’ll take an hour break at noon eastern and shorter breaks throughout the day. We promise… you won’t have to sit for more than 90 minutes without a chance to stretch etc.

Click here to Register Online

Tuition: $1,295 for the first attendee. $995 for each additional attendee. ($200 discount per person for AMI peer network members)

Our cancellation policy is here.

Money back guarantee: if you are not completely satisfied with this workshop for any reason, just call or send us an email, and you will be refunded 100 percent of your tuition – no questions asked. In all the years we have offered this workshop, no one has ever asked for a refund.

About your instructors:

Drew McLellan

Danyel Newcom McLellan