Webinars
June 11, 2025 | 12:00 PM - 1:00PM EST
Agency Operations: The Essential Steps to Internal Perpetuation
Internal perpetuation takes time and planning. For agency owners and the next generation of owners to transition internally, they must work together over an extended period of time, planning for the leadership, management, client relationships, and financial elements of a transition. This webinar, hosted by IA Valuations, will explore the essential steps in an internal perpetuation and how to begin your planning process.
Agency Operations: The Essential Steps to Internal Perpetuation
Internal perpetuation takes time and planning. For agency owners and the next generation of owners to transition internally, they must work together over an extended period of time, planning for the leadership, management, client relationships, and financial elements of a transition. This webinar, hosted by IA Valuations, will explore the essential steps in an internal perpetuation and how to begin your planning process.
Member - Free | Non-member - $25
Approved for 1 hour of Indiana CE
Approved for 1 hour of Indiana CE
August 27, 2025 | 12:00 PM - 1:00PM EST
Minimizing the Risks of An Agency Acquisition
This webinar hosted by IA Valuations, will review how to minimize the risks of an agency acquisition. This includes learning about the due diligence process, identifying risks, and assessing an agency acquisition. Agents will understand to review employment agreements, restrictive covenants, E&O, and EPLI/HR risks. Finally, agency owners will understand how to mesh cultures, incentivize the merging producers and staff, and maximize the success of an acquisition.
Minimizing the Risks of An Agency Acquisition
This webinar hosted by IA Valuations, will review how to minimize the risks of an agency acquisition. This includes learning about the due diligence process, identifying risks, and assessing an agency acquisition. Agents will understand to review employment agreements, restrictive covenants, E&O, and EPLI/HR risks. Finally, agency owners will understand how to mesh cultures, incentivize the merging producers and staff, and maximize the success of an acquisition.
Member - Free | Non-member - $25
Approved for 1 hour of Indiana CE
Approved for 1 hour of Indiana CE
September 24, 2025 | 12:00 PM - 1:00PM EST
Private Equity in the Independent Agency System
This webinar, hosted by IA Valuations, will educate agents on the history and risk of Private Equity in the Independent Agent system. Agents will learn about PE’s impact on agency valuations, M&A activity, and what the entrance of PE into the IA system means for their agencies and the future of the system.
Private Equity in the Independent Agency System
This webinar, hosted by IA Valuations, will educate agents on the history and risk of Private Equity in the Independent Agent system. Agents will learn about PE’s impact on agency valuations, M&A activity, and what the entrance of PE into the IA system means for their agencies and the future of the system.
Member - Free | Non-member - $25
Approved for 1 hour of Indiana CE
Approved for 1 hour of Indiana CE
October 29, 2025 | 12:00 PM - 1:00PM EST
Is Now the Right Time? What to Consider when Planning to Transition Your Agency Ownership
In this webinar IA Valuations will review what to consider as agents ponder transitioning their clients and agency to new ownership. Agents will learn about the key steps to planning and preparing for a smooth transition of their agency operations, clients, and carrier partners.
Is Now the Right Time? What to Consider when Planning to Transition Your Agency Ownership
In this webinar IA Valuations will review what to consider as agents ponder transitioning their clients and agency to new ownership. Agents will learn about the key steps to planning and preparing for a smooth transition of their agency operations, clients, and carrier partners.
Member - Free | Non-member - $25
Approved for 1 hour of Indiana CE
Approved for 1 hour of Indiana CE
To register over the phone or questions, contact Keith at (317) 899-9192 or [email protected]
