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Education and In-person Events
Our robust education program provides you with opportunities to stay up-to-date with the latest industry trends and techniques. We also understand that sometimes you need to get from behind your computer to network with others, so we offer in-person opportunities to connect throughout the year. We constantly add new courses, webinars, and events to our offerings to help you expand your knowledge and improve your skills.
Filter by webinars, CE, or CPIA courses with the links on the right. Be sure to regularly check the calendar below to see what's going on!
Selling your agency — or even just planning for the future — starts with understanding what it’s actually worth and how deals get done. In this webinar, Chris Hughes, Managing Director of M&A Services, will break down the numbers and deal terms in a way that’s easy to understand as well as answer your most pressing questions.
Topics he’ll discuss include:
- Projecting your agency’s future earnings: Creating a pro-forma income statement can give a sneak peak into your agency’s future financials enabling you and potential buyers to see what your business could earn over the next few years.
- Clear, current valuation metrics – He’ll explain how agencies like yours are valued in today’s market — what buyers look for, what they’ll pay more for, and what can lower your value.
- The key pieces of a deal – Whether you’re transferring your agency to family or planning a sale, Chris will delve into the different parts of a deal (earn-outs, multiples, financing, and more).
- Valuation methodology made simple – From income to market to assets see the actual approaches buyers and appraisers use to put a number on your agency
Whether you’re planning to sell soon, grow through acquisition, or simply want to know your agency’s worth, this session will give you the tools and confidence to talk numbers with buyers, bankers, or partners.
Chris will take questions during the webinar, but you can also submit questions in advance anonymously using the form.
*This webinar is sponsored by M & A Services