Looking to Buy, Sell or Merge Your Agency?
The right opportunity starts with the right strategy.
Sellers that use Agency Link have an average of 3 offers, 5-10 selling options, and sell for 15% above their valuation.
More Than a Transaction
At IA Valuations, we believe ownership transitions are about more than buying and selling agencies. They’re about preserving relationships, protecting legacies, creating opportunities for future growth, and strengthening the independent agency system.
For many owners, their agency represents decades of relationships, hard work, and trust. Finding the right successor or acquisition opportunity means protecting what you’ve built while positioning the agency for future success.
Unlike traditional business brokerage services, Agency Link starts with understanding value. By combining valuation insights with market intelligence and strategic guidance, we help agency owners make informed decisions that align with their long-term goals.
Strategic Framework
Understand Your Options: Clarify goals, priorities, and desired outcomes.
Assess Value: Establish a clear understanding of market value and opportunity.
Identify the Right Fit: Explore qualified buyers, sellers, or partners aligned with your vision.
Execute with Confidence: Navigate negotiations, due diligence, and transaction planning
Build the Future: Support a smooth transition and long term success.
Common Reasons Agency Owners Engage Agency Link
- Planning retirement or perpetuation
- Looking to acquire another agency
- Creating internal ownership opportunities
- Pursuing growth through acquisition
- Exploring strategic partnership options
- Seeking succession solutions before a transition becomes urgent
The transition process for independent agents can be complex, but with IA Valuations and Agency Link, you have a trusted partner every step of the way. We empower agents like you to secure their legacies and be in the driver’s seat for your continued success. Let’s start your journey toward a brighter future, all while strengthening the Independent Agent system.
Whether you’re evaluating opportunities today or planning years ahead, Agency Link helps agency owners navigate complex decisions with clarity, confidence, and a focus on long-term value.
Agency Link Testimonials
We’re a team of seasoned experts committed to serving independent insurance agents. We think a lot of these agents and the businesses they have created within their communities and it turns out, they think a lot of us too!
Mark Allen
Webster Agency
Peru, Indiana
“I am so grateful for the expertise, knowledge, and trust Jeff and the Agency Link team provided in this process. I am an insurance advisor that manages risk for a living, this process was completely foreign to me so I knew having an advisor would be paramount to making it successful. Engaging Jeff and Agency Link was the absolute right decision for me.
They provided clarity and confidence to get me through the process. They took the time to truly understand my needs and priorities with the process. They got me several offers, helped me consider them in an objective way, and reach the best decision for my clients, agency, staff, family, and me.”
Bill and Gloria Robinson
Johnson Insurance Agency Washington Courthouse, Ohio
“Agency Link was exactly what we were looking for to guide us through the process of selling our agency. The advice and trust Jeff and the Agency Link team provided were so helpful. We will miss our clients and the agency business; however, we are confident it is in good hands because through the process we found a buyer that shares our values in serving our clients and community.
We knew we were only going to sell our agency once, so we had to get it right. The Agency Link team calmed our nerves during times of stress and assured us that it would all work out. It did work out, with a lot less uncertainty and stress thanks to Agency Link.”
Sherry Doepker and Bill Sommers
Sommers Insurance Agency
Toledo, Ohio
“It has been a pleasure working with you and your team at OIA. Going into this whole process – we had no idea where to start or how to go about the entire process. You helped guide us and gave us valuable information along the way and for that, we truly say, “Thank You”. Without your advice and help, we would not have gotten through this. Agency Link was an incredibly valuable part of this process.
It is very bittersweet – knowing that I will have nothing to do with a business I spent 43 years at. However, I know I am leaving my clients, who are like my family in good hands thanks to the vetting and due diligence process you worked through with us.”
Jess Girard
Girard Insurance Agency
Worthington, Ohio
“As a small agency owner, it was difficult for me to get someone to give me advice and guidance on my agency sale. I was ready to retire and wanted my clients to be taken care of. Thanks to Jeff and the Agency Link process, they were able to get me three offers for my agency, guide me through the process of selling and help me transition into retirement with no regrets.”
Annetta Chappell
AC Agency
Bellefontaine, Ohio
“Thank you for advising me through this process. It took time and patience to get from start to finish and I am confident that our outcome was much better with your engagement.”
Barb Harrod
Harrod Insurance Services Wapakoneta, Ohio
“Agency Link helped guide us through the process of selling our agency. Jeff and his team provided us with the trust, confidence, and structure to get an ownership transition done in a way that met our needs. They were with us every step of the way and we are so grateful to have them involved. I highly recommend that every agency owner contemplating selling their agency should engage with the Agency Link team.”
Agency Link
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