Are you ready to create a winning plan to sell your agency?
What Will You Learn
Who Should Attend
Start planning today to sell your agency tomorrow. Define a plan around having at least three different buyers, and learn how to model your agency to optimize your price. Sam Williams and Jim Upson of Green Consultancy will discuss long-term plans and how you can address the surprise M&A question at a party.
About the Thought Leader
Sam Williams and Jim Upson of Green Consultancy have more than 70 years of collective agency
experience as owners, CFOs, COOs and managing partners. We have an additional 10-plus years
of CPA experience, performing audits and creating personal financial plans for our clients. We’ve
seen all the highs and lows. And yes, we both walked away from our agencies after achieving our
personal financial goals.