The Dynasty Program

Build & Preserve

Your Dynasty

Agency Perpetuation Program

Most agency owners ask the following questions about Agency Perpetuation:

  • "Who do I contact?"
  • "What do I do?"
  • "How much is my agency worth?"
  • "Where do I begin?"
  • "When should I start thinking about perpetuation?" 

Let CMS be YOUR resource.  Because every agency and situation is different, we've partnered with various industry-specific experts that specialize in helping the independent agency assuage the fears that come with agency perpetuation.  There is nothing "cookie cutter" about agency perpetuation, our approach is a "needs-based" approach.   We respect that each agency has a unique set of needs and circumstances.  Whether you've got questions about agency valuation, finding a reputable attorney, funding the sale of your agency or you just need some "good old-fashioned" advice. . .WE CAN HELP!