“I am very appreciative of the team at IA Valuations. I knew an agency valuation would be critical to preparing my agency for sale, I was very impressed with the quality of the report and their quick turnaround time. The team was easy to work with, responsive, and knowledgeable. Their pricing was reasonable and I have and will continue to recommend their services to other independent insurance agents; I am a satisfied customer!”

“Thank you to the IA Valuations team for helping our agency obtain a valuation. We knew this was the right first step for us in planning out our agency’s internal perpetuation. They made the process really easy, and we are looking forward to continuing to work with them on our perpetuation plan. This team was great to work with and I recommend their services to all other agencies who are considering a valuation or need help with their perpetuation plan.”

“I am so thankful for IA Valuations’ help and guidance. I am very impressed with the quality of the report and the details they provided. It’s a very insightful document and the team was very communicative and helpful to work with on this process. This valuation is a wonderful tool that every agency should consider. I’ll definitely be recommending their services to other agents in my network.”

“This is the 3rd installment of my agency valuation using this tool. It has become invaluable to managing my agency’s growing valuation as I begin moving toward retirement and the eventual sale of my agency. The team at IA Valuations is easy to work with, established in their knowledge of agency valuations, and can assist with the numbers that are generated. This has assisted me in growing the valuation of my agency over the last 8 years. I highly recommend this service.”

“A big thanks to the IA Valuations team. I knew I needed a third-party valuation, and I’m glad I found IA Valuations. The team was incredibly helpful when it came to any questions and were prompt in their communication time. The price for the service was very reasonable and I would recommend their valuation or other services to my peers.”

“Just a big thank you for all the IA Valuations team did in this process. We genuinely could not have done it without IA Valuations. I knew we were ready for the next step for our agency, but it’s hard to know where to begin. We would not have gotten the number of offers on our own as we did with their assistance. Having professionals to lean on throughout the course of the sale was both comforting and reassuring. I’m proud of what I built at Nelson Insurance, and Agency Link helped me find the right fit for the future of the agency. Even through post-closing, they have continued to help, so thank you!

“Thank you to the Agency Link and IA Valuations team for getting us through this process. Selling our agency was a big decision that came with many complexities, and we would have been lost without the help of Agency Link. They guided us through the sale seamlessly, educating us on all the proper steps, and helped us reach an outcome that we could not be more excited about. We are grateful for this service and would recommend to other similar IAs looking for guidance on their transition to sell.

“We are very grateful to the IA Valuations and Agency Link team for their guidance and help throughout this process. Selling your agency is a daunting task. The team eased our mind about every challenge and helped us reach our desired outcome. They took the effort of finding potential buyers off our plate and helped us rank what would be the best option for our particular situation! We are very satisfied with the final result of the sale and would recommend Agency Link to other independent agents in similar situations.

“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.”