Carey Wallace has a strong background in M&A, Finance, and Perpetuation Planning. Agency Focus offers a free 1/2 hour consultation to review your agency needs and provide advice and resources focused on business planning, agency operations and compensation strategy.

IIABSC has joined the Virtual Agency Solutions, a partnership of state Big I associations, to offer our members a variety of virtual agency consulting services at reasonable prices. Services include E&O website review, E&O operational improvement review, strategic planning, executive coaching, agency valuation, Kolbe strengths training, sales training and technology consulting.

Your agency is your greatest financial asset. IA Valuations works to help independent insurance agency owners start valuation-based planning to realize and maximize its value. Valuation reports include fair market value report, your agency's unique risk factors, and any factors affecting an ownership transition.

Tom Wetzel presented a session on artificial intelligence during our recent 125th Annual Convention in Asheville, NC. Tom Wetzel & Associates' primary focus is cybercrime and artificial intelligence and the steps agencies must take to protect themselves and their clients. They offer agencies a cyber risk assessment.