Find your True North

Answer 6 questions (2 min) to receive your Agent’s Compass™ Action Brief
that pinpoints 3 levers that move the
needle to boost growth, streamline ops, and raise agency value.

No fluff, no spam ... just data-backed insights you can use today.

Confidential: We don't share your data with 3rd parties. Complete what you are comfortable sharing with us.

Click NEXT> (below) to begin.

If you had a magic wand right now, which area of focus would you wave it at?

Select your primary area of focus

Grow REVENUE ... forge a consistent sales & marketing engine

Power REPEATABLE SUCCESS ... optimize operations, processes & technology

Enable OWNERSHIP TRANSFER ... maximize valuation & successful transition

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Are you buying agencies, selling your agency, or perpetuating the agency?

M&A Type

Actively buying agency(s)

Preparing to buy agency(s)

Actively working to sell my agency

Preparing to sell my agency

Actively implementing perpetuation plan

Preparing to implement perpetuation plan

None of the above at this time

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What is working best to help you achieve your revenue growth goals?

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What is your biggest roadblock impairing your revenue growth goals?

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What is working best to help you achieve your operations excellence goals?

Operational excellence strength

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What is your biggest roadblock impairing your operations excellence goals?

Operation excellence roadblock

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What is working best to help you achieve your M&A / ownership transfer goals?

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What is your biggest roadblock impairing your M&A / ownership transfer goals?

Ownership transfer roadblock

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How likely are you to achieve your goals this year?

Likelihood of Achieving Goals

1 - Off TRACK ... too far behind for this timeframe

2 - UNLIKELY ... requires major improvements

3 - POSSIBLE ... with some improvements

4 - LIKELY ... on track to achieve goals

5 - DOING IT ... on track to exceed goals

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What improvement or change would most move the needle to propel you to your goals?

Improvement(s) Needed:

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Optional: To receive a more customized tips, please

Help us get to know you better:

Role

# Agency Employees

Primary Goal

OPTIONAL - 8 of 9

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