Now with AI-powered exit coaching

BUILD.
SCALE.
EXIT.

The only platform built for insurance professionals who want to know exactly what their agency is worth — and exactly how to make it worth more.

See What You Get ↓ How It Works →
14x
Premium FMO Multiple
5
Year Projection
4
Revenue Pillars
WHAT YOU GET
Your Numbers. Your Report.
Ready in Minutes.

Enter your agency details and APEX generates a professional 2-page PE-ready report — branded, exportable, and ready to hand across the table.

Page 1 — Agency Overview & EBITDA Model
PDF
Page 2 — Exit Value Matrix & Revenue Analysis
PDF
🔒 Enter your agency details to unlock your full personalized report
🚀 Generate My Free Report
Free account · No credit card · Takes 60 seconds
The Problem

Most Agency Owners Have No Idea
What Their Business Is Worth

They're building something valuable without a blueprint. No exit strategy. No model. No number to work backwards from. APEX changes that.

📉

One-Product Trap

Medicare-only agencies leave 3–5x in potential revenue on the table. PE buyers discount single-product FMOs significantly at exit.

🔮

No Exit Visibility

Most agency owners have no idea what their business would sell for today — or what it would take to hit $25M, $50M, or $100M at exit.

⚙️

Wrong Tools

Spreadsheets, guesswork, and generic calculators weren't built for insurance FMOs. You need a model that speaks your language.

Platform Features

Everything You Need to
Model, Plan & Exit

🚀

5-Year EBITDA Projection Engine

Model your agency's growth across all five revenue streams — MAPD new, MAPD renewals, life, annuity, and ancillary. Watch your numbers update in real time as you adjust every input.

Live Calculation
🎯

Exit Value Matrix

See your agency's value at 8x through 20x EBITDA multiples across all five projection years. Instantly understand the financial impact of every decision you make today.

PE-Ready Output

Multi-Pillar Revenue Modeling

Build a truly holistic agency model across Medicare, Life, Annuity, and Ancillary. See exactly how much each product line contributes — and how much you're leaving on the table without it.

4-Pillar Model
📑

Professional PDF Report Generator

Generate a branded, 2-page PE-ready report in seconds. Custom agency logo, your numbers, exit analysis, investment highlights — ready to hand across the table in any meeting.

Board-Ready
💰

Founder Retained Equity Modeling

Most PE deals involve selling a majority stake while the founder retains equity in the growing platform. APEX models both sides — what you receive at close AND what your retained 49% is worth as the business continues to scale post-exit. See your full financial picture, not just the sale price.

Deal Structure Analysis
🤖

APEX AI Growth Advisor

Your personal AI advisor reads your model in real time, identifies missing revenue pillars, quantifies the cost in exit value, runs what-if scenarios, and tells you exactly what levers to pull to hit your number. No finance degree required.

AI-POWERED
Meet Your Advisor

APEX Doesn't Just
Show You Numbers

APEX is your AI-powered agency growth advisor. It reads your model in real time, identifies gaps, runs scenarios, and tells you exactly what levers to pull to hit your exit number.

  • → Identifies missing revenue pillars and quantifies the cost in exit value
  • → Runs "what if" scenarios — what happens if you add 15 more agents per year?
  • → Coaches you on preparing for PE meetings and positioning your agency for a premium multiple
  • → Explains every number in plain English — no finance degree required
💬 Ask APEX Anything
A
APEX
Agency Planning & Exit Advisor · Live
Hey, I'm APEX. I can see your model in real time. You're currently Medicare-only — want me to show you what adding life insurance does to your Year 5 exit value?
Yes — show me the numbers
With your current 50 agents/year and $25K avg life premium at 25% overwrite, adding life production adds $312,500 in Year 1 revenue alone — and at 14x that's $4.37M more at exit. Your agents are already having conversations with these clients. Want to see the full model?
What would I need to hit $50M exit?
At 14x, you need ~$3.57M in Year 5 EBITDA. You're currently projecting $4.40M — you're already there. The question is whether your multiple is 14x or 10x. That difference alone is $17.6M. Let me show you what drives premium multiples...
Walk me through my inputs
How do I hit $50M exit?
What am I missing?
Prep me for PE
Simple Process

From Zero to PE-Ready
in Minutes

No finance background required. No spreadsheets. Just enter your numbers and APEX does the rest.

1

Build Your Model

Enter your current agent count, growth targets, and product mix across all four pillars

2

See Your Numbers

Watch your 5-year EBITDA projection and exit value matrix populate in real time

3

Ask APEX

Your AI advisor identifies gaps, runs scenarios, and tells you exactly how to increase your exit value

4

Generate Report

Download your branded PE-ready report and walk into any meeting with confidence

Get Started Today

Your Agency Has a Number.
It's Time to Find It.

Join insurance professionals across the country who are using APEX to build agencies worth owning — and worth selling.

🚀 Get Free Access →

No credit card required. Takes 60 seconds to get started.

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