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.
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.
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 SimonAgency 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 FlickingerAgency 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.”
Mike HumphryIroquois Group
Contact your team of trusted agency valuation advisors and let’s start planning for your agency’s future.
Contact our valuation team to learn more and get started today. Send us an email.
175 S. Third St., Ste. 940
Columbus, OH 43215
Mon-Fri: 8am – 5pm