Skip Ribbon Commands
Skip to main content


Agency life cycle events could include anything from helping a direct-writer jump ship and go “Independent", training up the next generation of agency owners inside your organization, helping the current generation of agency owners dream and plan for their own succession – and everything in between.

Agency Life Cycle Tools for your use and adaptation are:

  • Agency Valuation Method Illustrations
  • Agency Mission and Vision Statement Exercise Guide
  • Business Plan Template #1
  • Business Plan Template #2
  • Business Succession Questionnaire
  • Merger & Acquisition Considerations
  • M&A Qualitative Value Analysis Worksheet
  • Mission and Vision Statement Development Exercise Worksheet
  • Simple Merger & Acquisition Checklist
  • Succession Planning Confidentiality Agreement – sample
  • Strategic Plan Primer

Agency Life Cycle Toolkit Button (2).jpg

 These resources are only a few of the tools at your disposal through the Agency Opportunities Department. 

Looking for something like this and don't see it? We're here to help! 

Contact us at!