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Get Your Financial House in Order

 

Get Your Financial House in Order

Tuesday, July 9, 2024 (10:00 AM - 11:00 AM) (EDT)

Description

FREE TO MEMBERS

Overview of financial aspects to consider in an agency
 - Fair Market Valuation
 - Common Financial Statements
 - Best Practices & Benchmarks
 - Performance & Profitability
 - Quality of Book of Business
 - and more

Reviewing Financial Statements
  - Balance Sheet
  - Income statement
   - Cashflow statement

Other Key areas to consider
 - Personal Credit Score
 - Process & Procedures
 - Capacity

Presented by Carey Wallace
Approved for 1 CEC

Webinar

, ME
Event Contact
Shannon Gorman
(207) 623-1875
Send Email
Tuesday, July 9, 2024 (10:00 AM - 11:00 AM) (EDT)
Categories
Webinar
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