This live, conversational discussion explores the connection between growth strategy and enterprise value. Rather than focusing solely on transactions, the session will examine what drives durability and attractiveness in an agency over time, including operational discipline, producer development, carrier relationships, financial performance, and leadership structure.
Attendees will gain perspective on:
- What drives agency value in today’s environment
- How buyers assess growth, profitability, and risk
- How perpetuation strategy connects to operational maturity
- Practical steps owners can take to strengthen long-term optionality
Whether you are planning decades ahead or simply focused on building a stronger agency today, understanding how value is created and measured can inform smarter growth decisions.
Date: March 26, 2026
Time: 2:00 PM Eastern / 11 AM Pacific
Hosted by Jack Calabrese, Chief Growth Officer at SIAA, the session provides perspective on what helps an independent agency owner to secure the future of their Agency.
Speakers
