C-Suite Series: Strategies for Selling Your Agency (Session A)

Location Details:
4A's Webinar Series (7:30 - 8:30 AM ET)
At Your Own Computer and Phone

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.

What You Will Learn

  • Why there are more buyers than you think
  • How sales price is highly contingent upon growth, strength of client relations and a history of strong profitability
  • How potential owners can change over the years and may not be a big problem when it comes to getting your selling price

Who Should Attend
C-level executives including agency owners, CEOs, and principals

Added Bonus!
With your registration, you’ll have a chance to ask the experts private questions post webinar to get additional insights that apply directly to your agency.

Pricing For Individual Webinar

Member Pricing Non-Member Pricing
$299 $499

Purchase the entire series (that’s 6 webinars) for a special bundle pricing! Learn how today.
Member Pricing Non-Member Pricing
$1,500 (You’ll save $294) $2,550 (You’ll save $444)

About the Trainers:

Sam Williams
Jim Upson

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.

A 10% cancellation fee will be applied to any cancellation.

Please contact webinar@aaaa.org | 212-850-0756