At Agency Management Institute, we have the privilege of serving hundreds of agencies and their owners every year. This gives us a unique vantage point when it comes to succession planning, particularly those involving an internal (employee) purchase.

We have been a part of many successful transactions over the years, but we’ve also witnessed rocky transitions that didn’t serve the best interests of the owner, buyer, or agency.

When it does not go well, at its very best – everyone loses some money. And at the very worst – you lose trust, long-term relationships, and the future you’ve worked so hard to earn.

That’s why we’ve put together a comprehensive program that will help an agency owner go from thinking about a potential succession all the way through the close of the sale. We lined up subject matter experts to help along the way so that we can be your one-stop-shop.

We can join you in your journey, no matter how early or late in the process you are. But we believe we can deliver the most value and create the highest level of win/win for everyone if we walk alongside you from the beginning.

Want to learn more?

Start by downloading our overview of the program.  It is not meant to be all encompassing. Instead, it’s meant to trigger questions, ideas, and conversation. As you can imagine, this is not a one-size-fits-all pre-packaged offering. The work we do with you will be customized based on the needs of the owner, the buyer, and the agency.

Take a look and then let’s talk.