IA Valuations Strategic Relationships and Partnerships
IA Valuations is the only business consulting and valuation firm that is solely dedicated to the traditional independent agency. We understand the complexities and the uniqueness of your small business and we’re here to meet those needs. We value the partnerships that support agencies and understand today’s competitive insurance marketplace.
We would like to thank the following organizations, who go above and beyond in their support of independent insurance agents.
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Build your site with Genesis Blocks today.
Genesis design collections have everything you need to design beautiful block-powered websites with just a few clicks.
Build your site with Genesis Blocks today.
Genesis design collections have everything you need to design beautiful block-powered websites with just a few clicks.
Build your site with Genesis Blocks today.
Genesis design collections have everything you need to design beautiful block-powered websites with just a few clicks.
Build your site with Genesis Blocks today.
Genesis design collections have everything you need to design beautiful block-powered websites with just a few clicks.
Meet our amazing team.
We’re a talented group of creative individuals interested in art, cinematography, design, music, and all niches in between. Get to know us and what we can do for you!
Kyle Zion
Screenprinter
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Fran Acadia
People Engineer
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Giannis Teton
Office Manager
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Help! I’m Getting a Divorce and My Ex Wants Half of the Value of My Agency. How Will it Affect my Agency Value, and What Should I Do Next?
Life happens and you are getting a divorce. As you are negotiating the settlement terms, your spouse’s attorney is requesting the value of your insurance agency because it is subject to the division of assets 50/50. While your personal life is being turned upside down, it is not ideal that you may have to pay…
Tax Implications and Guidelines for Independent Insurance Agencies – Part 1
As an independent insurance agency owner, understanding the tax implications of your business decisions is critical, especially when considering a sale or transfer of ownership. Taxes can significantly affect the financial outcomes for both buyers and sellers. This article will explore the tax considerations for independent insurance agencies, focusing on goodwill versus capital gains tax,…
Continue Reading Tax Implications and Guidelines for Independent Insurance Agencies – Part 1
Navigating Private Equity in the Independent Agent System: Strategic Insights for Agency Owners
The world of independent insurance agencies is undergoing transformational change transformational change as private equity (PE) continues to reshape the industry landscape. In a recent discussion, experts Jeff Smith and Jarod Steed from IA Valuations, along with Dan Girardi from Keystone Agency Partners and James Parker from BroadStreet Partners, explored how private equity’s influence is…
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