Why Due Diligence is More Than a Checklist: A Conversation About Protecting Agency Value
Agency growth almost always involves risk. Whether you are buying another agency, hiring a producer, merging with a peer, or transitioning ownership internally, the decisions you make today can shape your agency’s future for decades. In a recent conversation, IA Valuations’ Jeff Smith, CEO, and Jarod Steed, Business Planning & Valuations Analyst, sat down to unpack one of the…
Valuation Views 2026 Q1: Quarterly Marketplace Report
Beyond the Headlines: Where Most Agency M&A Really Occurs A 2025 recap of transaction volume, buyer demand, and the structural forces reshaping agency ownership as we move into 2026. The independent insurance agency system continues to experience elevated M&A activity, but the story heading into 2026 is more nuanced than the headlines suggest. After more…
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When Values Drive Value
A Thoughtful Agency Transition Done Right Growing up the son of an independent insurance agent, Alan Sills of Ralph P. Sills Insurance Agency, didn’t originally plan to be part of the family business. He pursued a legal career, attending law school and practicing as an attorney for several years before his father asked him for…