Agency Operations: The Essential Steps to Internal Perpetuation

This 60-minute interactive workshop is designed for current and future agency owners ready to take control of their agency’s legacy. Participants will explore the essential components of an effective internal perpetuation plan and begin crafting a strategy tailored to their agency's unique needs.

Through guided instruction and real-time planning, attendees will:

• Gain clarity on the "must-haves" of a successful perpetuation plan

• Identify potential successors and structure internal transitions

• Work directly with a valuation plan template provided during the session

Whether you're planning for the next five years or just getting started, this session will equip you with the tools and direction to safeguard your agency’s future from the inside out.