Strategies for Selling Your Agency

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Quick Overview

4A's Members: $170 (Login with your 4A's Profile for Member Discount) / Non-4A's Members: $221

An excellent plan today will help you sell your agency tomorrow!

  • Understand that there are more buyers than you think.

  • Learn to navigate sales price.

  • Discover how potential owners can change.




Are you ready to create a winning plan to sell your agency?

What Will You Learn

  • How to find exceptional buyers
  • How to cater to your buyers and understand their changing habits
  • How to set a sales price that reflects your value

Who Should Attend

  • C-Suite Leaders 

Course Description

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.

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