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#95 - What Even Is a Valuation Report Anyways w/ Carey & Lindsay
Manage episode 450991184 series 3442488
コンテンツは Lindsay & Carey Wallace and Carey Wallace によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、Lindsay & Carey Wallace and Carey Wallace またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。
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.
This episode is brought to you by Cake, connecting independent insurance agents looking to sell a book of business or a slice – a chosen group of accounts – with other agents looking to grow their business.
Learn more and create a free account at https://www.haveyourcake.com/
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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/
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