Insurance Refocused

#95 - What Even Is a Valuation Report Anyways w/ Carey & Lindsay


Listen Later

In this episode, Lindsay and Carey Wallace answer the question "What even is a valuation report anyways?" and break down what a valuation report really is, why understanding your agency’s worth is crucial, and the key components that make up an accurate valuation. The discussion highlights how regular valuations serve as a vital health check for agencies, the essential data you’ll need, and the role subjectivity plays in these reports. They wrap up with practical insights on how knowing your agency's strengths and weaknesses can impact your valuation strategy.

/////////////

Agency Focus is the premier resource for agents to understand their agency's value, plan for a transition of ownership, and prepare for acquisitions.

Learn more at https://agency-focus.com/

...more
View all episodesView all episodes
Download on the App Store

Insurance RefocusedBy Lindsay & Carey Wallace

  • 4.9
  • 4.9
  • 4.9
  • 4.9
  • 4.9

4.9

46 ratings


More shows like Insurance Refocused

View all
Agency Nation Radio by Agency Nation - Insurance Marketing and Technology Strategists

Agency Nation Radio

48 Listeners

Why That Worked  – Presented by StoryBrand.ai by StoryBrand.ai

Why That Worked – Presented by StoryBrand.ai

1,927 Listeners

Agency Intelligence: The Insurance Podcast Network by Agency Intelligence

Agency Intelligence: The Insurance Podcast Network

50 Listeners

The Insura-Preneur Podcast by Michael Jans

The Insura-Preneur Podcast

43 Listeners

The Insurance Guys Podcast by Scott Howell & Bradley Flowers

The Insurance Guys Podcast

202 Listeners

The Ridiculously Amazing Insurance Podcast by Agency Performance Partners

The Ridiculously Amazing Insurance Podcast

19 Listeners

Vertafore Insurance Podcast by Vertafore

Vertafore Insurance Podcast

35 Listeners

Finding Peak [Formerly The Ryan Hanley Show] by Ryan Hanley, Bleav

Finding Peak [Formerly The Ryan Hanley Show]

146 Listeners

Power Producers Podcast by David Carothers

Power Producers Podcast

117 Listeners

Insurance Town by Heath Shearon

Insurance Town

52 Listeners

Getting Past the Premium by Elliot Bassett & Ryan Brott

Getting Past the Premium

15 Listeners

Insurance Producers Podcast by Cyrus Jaffery

Insurance Producers Podcast

4 Listeners

The Scratch Agency Podcast by The Scratch Agency Podcast

The Scratch Agency Podcast

22 Listeners

The Insurance Perspectives Podcast by HawkSoft

The Insurance Perspectives Podcast

2 Listeners

Keep Hustling by Aaron Gordon

Keep Hustling

11 Listeners