Buy-Side Consulting Forms
Thank you for agreeing to work with AgencyFocus again!
We are thrilled to have the opportunity to provide you buy-side consulting services! Help us get started by providing data using the forms below. Please feel free to resubmit any of these forms as many times as you'd like; all of your submissions will be retained.
If you have any questions about these forms, please feel free to reach out to lauren@agency-focus.com
Forms for Buyer
Financial Statements
Please submit five* years of profit & loss statements, and a year-end balance sheet for your most recently completed fiscal year.
*If your agency has been in business for fewer than five years, please submit as many years of profit and loss statements as you have.
Book of Business
Please submit either of the following:
Employee Information
Please download and complete our employee information form. More instructions are available at the top of the form.
Questionnaire
This is a short questionnaire about your current acquisition plans.
Forms for Seller
Financial Statements
Please submit five* years of profit & loss statements, and a year-end balance sheet for your most recently completed fiscal year.
*If your agency has been in business for fewer than five years, please submit as many years of profit and loss statements as you have.
Book of Business
Please submit either of the following:
Employee Information
Please download and complete our employee information form. More instructions are available at the top of the form.
Questionnaire
This form will ask general questions about your agency.
Carrier Reports
Carrier reports should be provided using the form above. What we are looking for are reports from your largest carriers that provide retention rates and loss ratios for the agency. These reports should ideally be dated at year-end (December 31st) of the most recent calendar year.