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Agency Valuation Services
Get a professional analysis and complete valuation of your independent insurance agency.
Why Get an Agency Valuation?
You wouldn’t leave money on the table anywhere else… so why would you do it with your agency? Basing your agency value on industry folklore can be costly. Simply believing that your agency is worth some multiple of revenue (2x) could be an expensive mistake. So many factors go into a true calculation of agency value. Don’t guess at your agency’s value. Get a professional analysis and complete a valuation.
Desired Growth
You have growth ideas but no plan. Start your planning by understanding where you are. Gain an
analysis and insights on how to optimize your agency value, growth opportunities, and risk factors.
Planning for Your Next Chapter
You have growth ideas but no plan. Start your planning by understanding where you are. Gain an
analysis and insights on how to optimize your agency value, growth opportunities, and risk factors.
Agency Owner Transition
You have growth ideas but no plan. Start your planning by understanding where you are. Gain an
analysis and insights on how to optimize your agency value, growth opportunities, and risk factors.
Ready to Get Started?
WHAT is needed
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Financial information
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Employee data
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Ownership structure
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Book of business info
HOW much is it?
The cost depends on your agency size:
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< than $2.5M = $3K
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> than $2.5M = consultation to determine price
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annual valuations $1.5K
WHEN will it be ready?
3-4 weeks after your data
submission, you will receive
your valuation and consulting
session.
WHAT you receive.
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Fair Market Indication of Value Report
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Unique Agency Profile and Risk Factors
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Factors Affecting Ownership Transition
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