Agency Valuation Webinar Series

Big I Illinois has partnered with Ohio Insurance Agents (OIA)/IA Valuations to offer members a free webinar series on agency valuations.

2025 Webinars

These sessions have been submitted for one hour of Illinois CE and is pending.

Each webinar will run from 11:00 am to Noon, cst.

February 19

Risk Factors in Your Agency Operations and Valuation

Agents will learn about the risk factors in their agency operations and how it affects their valuation. We will review the best practices for agency owners to support their clients, reduce E&O exposures, and enhance agency value.

May 14

2025 Independent Agency M&A Trends and Predictions

Agents will understand what is happening in the agency M&A market in 2025. They will understand what lenders are experiencing in agency M&A and what impacts the broader economy is having on the IA system.

June 11

Agency Operations: The Essential Steps to Internal Perpetuation

Internal Perpetuation takes time and planning. For agency owners and the next generation of owners to transition internally, they must work together over an extended period of time, planning for the leadership, management, client relationships, and financial elements of a transition. This program will explore the essential steps in an internal perpetuation and how to begin your planning process.

August 27

Minimizing the Risks of an Agency Acquisition: How to Perform Proper Due Diligence

Agents will learn how to minimize the risks of an agency acquisition. This includes learning about the due diligence process, identifying risks, and assessing an agency acquisition. Agents will also understand how to review employment agreements, restrictive covenants, E&O, and EPLI/HR risks. Finally, agency owners will understand how to mesh cultures, incentivize the merging producers and staff, and maximize the success of an acquisition.

September 24

Private Equity in the Independent Agency System

Agents will learn the history and risk of Private Equity (PE) in the independent agent system and insurance industry. Agents will learn about PE's impact on agency operations, E&O risks, valuations, M&A activity, and what the entrance of PE into the IA system means for their agencies and the future of the system. It will highlight the risks that come with PE for policyholders, local communities, and insurance carriers.

October 29

Is Now the Right Time? What to Consider When Planning to Transition Your Agency Ownership

Agent owners will understand what to consider as they ponder transitioning their clients and agency to new ownership. They will learn about the key steps to planning and preparing for a smooth transition of their agency operations, clients, and carrier partners.

2024 Webinar Recordings

Login to view.

2025 Webinar Series Registration