Empowering agency leaders to make informed financial decisions.

What makes us unique?

AgencyFocus assists independent insurance agencies in making strategic financial decisions as they grow, acquire, sell, or plan for ownership transitions. Our approach is rooted in a fee-only advisory model. We do not broker transactions or attempt to sell agencies, which allows us to offer objective guidance focused solely on what is best for the agency’s long-term objectives.

Each year, we analyze the financials of over 300 independent insurance agencies, providing us with real-world insights into what drives sustainable growth, profitability, and value. This experience empowers us to transform complex financial data into clear, actionable strategies at every stage of an agency’s lifecycle.

Features and Workflow

AgencyFocus offers independent insurance agencies a strategic financial framework to facilitate growth, acquisition, transition, and long-term planning. Our services and platform integrate financial analysis, benchmarking, valuation insights, and continuous advisory support to assist agency leaders in understanding their current position and making informed decisions about future directions. The following features and workflows are crafted to provide clarity, structure, and confidence in critical financial decisions throughout the agency lifecycle.

• Agency Valuation & Book Reviews.
• Perpetuation & Succession Planning.
• Fractional CFO Services (including Financial Benchmarking).
• Acquisition Analysis.