“We are so appreciative of the IA Valuations team. We’d been doing our valuations internally, and they helped us better understand the value of our agency. The IA Valuations team provided us with great insights to keep growing in the ever-changing marketplace. We plan to continue to engage with the team to assist with our internal perpetuation moving forward since we were so impressed with their valuation service. We would recommend this service to all agencies looking to gain insights on their value, perpetuation, and prosperity of their agency.”

“IA Valuations has continuously provided Frost Insurance Agency with opportunities to expand and grow our business. This was our 5th year in a row getting a valuation, and I can’t say enough good things about their service. We have built a strong professional relationship with them, and our agency is better off because of their perpetuation planning services.”

“When we started working with Craig, Jeff, and the IA Valuations team 5 years ago, internal perpetuation seemed like a daunting task. However, over the years we have worked with them to understand our agency value, address our risk factors, implement a growth strategy, and execute our internal perpetuation. The annual valuation has been the guiding document for our business planning, partner development, and perpetuation planning. Whatever your reason may be, we highly recommend every agency get a valuation.

“We received a very informative report. The Fair Market Valuation is a great tool for owners and managers. We received much more than a just a number with the valuation, which we are grateful for.”

“IA Valuations provided us with detailed insights, a great understanding of my agency and how it operates, detailed explanation of the results and what went into the calculation, and a meaningful discussion of the risks of waiting too long to transition the agency. It was time and money well spent.”

“OIA and IA Valuations made it easy to obtain an agency valuation and identify areas we could improve upon to increase our value. The expertise and explanation they provided us was invaluable to our 10-year business plan.”

“I am so grateful for the expertise, knowledge, and trust Jeff and the Agency Link team provided in this process. I am an insurance advisor that manages risk for a living, this process was completely foreign to me so I knew having an advisor would be paramount to making it successful. Engaging Jeff and Agency Link was the absolute right decision for me. They provided clarity and confidence to get me through the process. They took the time to truly understand my needs and my priorities with the process. They got me several offers, helped me consider them in an objective way, and reach the best decision for my clients, agency, staff, family, and me.”

“Agency Link was exactly what we were looking for to guide us through the process of selling our agency. The advice and trust Jeff and the Agency Link team provided were so helpful. We will miss our clients and the agency business; however, we are confident it is in good hands because through the process we found a buyer that shares our values in serving our clients and community. We knew we were only going to sell our agency once, so we had to get it right. The Agency Link team calmed our nerves during times of stress and assured us that it would all work out. It did work out, with a lot less uncertainty and stress thanks to Agency Link.”

“It has been a pleasure working with you and your team at OIA and IA Valuations. Going into this whole process – we had no idea where to start or how to go about the entire process. You helped guide us and gave us valuable information along the way and for that, we truly say, “Thank You.” Without your advice and help, we would not have gotten through this. Agency Link was an incredibly valuable part of this process. It is very bittersweet – knowing that I will have nothing to do with a business I spent 43 years at. However, I know I am leaving my clients, who are like my family, in good hands thanks to the vetting and due diligence process you worked through with us.”

“As a small agency owner, it was difficult for me to get someone to give me advice and guidance on my agency sale. I was ready to retire and wanted my clients to be taken care of. Thanks to Jeff and the Agency Link process, they were able to get me three offers for my agency, guide me through the process of selling, and help me transition into retirement with no regrets.”

“Thank you for advising me through this process. It took time and patience to get from start to finish and I am confident that our outcome was much better with your engagement.”

“Agency Link helped guide us through the process of selling our agency. Jeff and his team provided us with the trust, confidence, and structure to get an ownership transition done in a way that met our needs. They were with us every step of the way and we are so grateful to have them involved. I highly recommend that every agency owner contemplating selling their agency should engage with the Agency Link Team.”