IA Valuations – Your one stop shop for Independent Insurance Agency Valuations

We Value Your Insurance Agency

You’ve worked hard to build and grow your insurance agency and you should know the fair market value of your greatest financial asset.

Every valuation and business plan we prepare is exclusively for independent insurance agency owners. In fact, for 124 years we have been serving independent insurance agents in their business development and growth plans.

Our valuation team has a collective of 50 years of experience in the industry and will serve as your trusted advisor on your journey to optimize your agency’s value.

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Meet The Team

Why get a 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.

Our team of trusted agency advisors is eager to help you achieve your business and valuation goals with your agency. As you plan for the future of your agency, we want to be part of helping you make informed business decisions based on the independent fair market value of your agency.

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.

Agency Ownership Transition

For agencies that plan to transition ownership, an annual valuation and plan will ensure that you are on track to transfer your business for the value and manner which best suits your clients, legacy, family, and team.

Fair Market Value

Calculating the fair market value of your agency (EBITDA multiple) instead of expressing the value of your agency (revenue multiple), will prepare you to maximize your agency’s value regardless of what you decide to do with your agency.

Planning for your next chapter

Understanding what your agency is worth will strengthen your position in your negotiations with prospective partners and buyers. So much goes into what your agency is worth. Don’t sell yourself short on your life’s work.

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What you receive

Once we have the information we need, we can compile your valuation report.

It will include:

Fair Market Indication of Value Report
Unique Agency Profile and Risk Factors
Factors Affecting Ownership Transition

Let’s Hear it From your Peers

Don’t just take it from us, hear from your peers on the importance of having a valuation and the value it has created for their agency and operations.

“IA Valuations has been an instrumental partner that helped facilitate our growth and forced us to think strategically about our operations. Specifically, Craig Niess facilitated agency acquisitions for us by leveraging his expert valuation & consulting services. Literally cannot recommend this organization and the people, more highly!”

Matt Simon

Agency Owner, CoverLink

“Craig Niess provided the expertise we needed for an updated agency valuation and buy-sell agreement. He helped address our agency’s specific needs. We would recommend using Craig Niess and the team for these services. He knows and understands our business. IA Valuations provides very good services at a great value for agents!”

John Flickinger

Agency Owner, K&J Flickinger Insurance

“The Independent Agency system is constantly evolving and we are very lucky to have IA Valuations to provide guidance to our members. I’d like to specifically recognize their valuation and consulting services for their time and efforts to assist Independent Agents in successfully growing their agency operations in Ohio and beyond.”