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 50 years of experience in the industry and will serve as your trusted advisor on your journey to optimize your agency’s value.
Meet Our Valuation Experts
Craig Niess, CVA, MBA
Crag Niess is Director of Business Planning & Valuation for IA Valuations. Between his time with OIA/IA Valuations and MarshBerry, Craig has over a decade of financial and operational consulting experience with independent insurance agencies. He has advised many independent agency owners on their transition and perpetuation plans, created financial models to support an ownership transition, and developed producer hiring and business planning for agency growth. In addition, he has completed hundreds of valuations and consulting projects for independent agencies of all sizes. He holds a BA in Economics from Ohio Wesleyan University, and an MBA in Finance from the University of Iowa. He also earned the highest and most prestigious designation in the valuation profession – the Certified Valuation Analyst designation.
Jeff Smith, JD, CIC, CAE
Jeff Smith serves as Chief Executive Officer for Ohio Insurance Agents Association (OIA) and IA Valuations. He is responsible for leading the organization’s strategic initiatives and day to day operations. As CEO of IA Valuations, Smith has consulted and reviewed over 200 agency valuations for independent agents across the US. Smith provides insights into the agency’s operations, risk factors, and legal guidance on how to perpetuate and maximize value in a sale. Smith graduated with honors from Kent State University and Capital University Law School with a concentration in government relations. He is a licensed P&C insurance agent, Certified Insurance Counselor Designee, Attorney, and Certified Association Executive. Smith is an active member of the Ohio State Bar Association Insurance Committee, Ohio Society of Association Executives, and Ohio Lobbying Association.
Meet our amazing team.
Our seasoned experts are here to help you
JD, CIC, CAE
Chief Executive Officer
CLCS, CPIA, TRA
Director of Business Development
Business Planning & Valuations Director
Director of Finance
Meet our amazing partners.
From company partners to state associations, we’re better together and collectively we can help you and your agency be the best by simply knowing your worth today.
Contact Us Today
Let’s start planning for your agency’s future.