Been There, Done That: Navigating Agency Acquisitions

Join Carrie Hillen for an insightful presentation on the intricacies of agency acquisitions. Drawing from her extensive experience as both an acquirer and a seller, Carrie will offer invaluable perspectives to help you navigate this complex process with confidence.

In this session, attendees will gain practical insights into what buyers look for in an acquisition target and how to effectively position their agencies for success. Carrie will delve into key considerations such as financial health, projections, reputation, competition, IT systems, potential liabilities, and team dynamics.

With candid reflections on lessons learned and opportunities for improvement, Carrie will provide actionable strategies for negotiating deals, securing financing, and managing earn-outs. 

Whether you’re considering selling your agency or exploring acquisition opportunities, this presentation is designed to equip agency owners with the knowledge and tools needed to make informed decisions and maximize value.

Gain expert guidance and prepare for the next phase of your agency’s journey!

Carrie Hillen is a seasoned professional with over 20 years of client and customer service experience. For ten years, she and her husband owned and operated Town + Country Resources in California, a venture they successfully led from 2008 until its sale to Care.com in 2018. Carrie continued to guide the company as a consultant for four years post-sale. Her expertise spans hiring and managing staff, developing new service lines, and resolving complex customer service issues. Carrie holds a Bachelor of Arts in Economics from UCLA and a Master of Business Administration from the Walter Haas School of Business. Currently, she enjoys applying her recruiting skills part-time at a mission-driven consulting firm focused on energy efficiency and decarbonization. Residing in Reno, Nevada, Carrie spends her free time at Lake Tahoe, skiing, hiking, traveling, volunteering at the art museum, and engaging in local and state civic activities.