IA Valuations Blogs
The Valuation Rule of Thumb
09 April 2025
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The Power of Preparation – How Asking for Help Can
08 April 2025
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The Independent Agency System Report Card – 2025 Evaluation
05 March 2025
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How to Sell Your Insurance Agency
05 March 2025
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Six Key Factors That Impact Insurance Agency Valuations
25 February 2025
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Tax Implications and Guidelines for Independent Insurance Agencies – Part
18 February 2025
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The Quiet Reason Many Agents are Selling Their Agencies
11 February 2025
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Three Keys to an Internal Perpetuation
07 February 2025
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Help! I’m Getting a Divorce and My Ex Wants Half
02 January 2025
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Tax Implications and Guidelines for Independent Insurance Agencies – Part
11 December 2024
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Navigating Private Equity in the Independent Agent System: Strategic Insights
03 December 2024
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Help! A Key Carrier is Cancelling my Contract – How
14 November 2024
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How the Election Outcome will Impact Insurance Agency Values
06 November 2024
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The Camouflaged Contributor to Consolidation
23 October 2024
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What is Private Equity in the Independent Agency System?
24 September 2024
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Navigating the Complexities of Insurance Agency Acquisitions: Insights from Industry
03 September 2024
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The Ins and Outs of EBITDA and How to Leverage
19 August 2024
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Available Internal Perpetuation Options: The Agency Perpetuation Process Part 2
15 August 2024
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Help! Our Community Just Suffered a CAT, How Will This
03 July 2024
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Three Ways Your Accounting Practices Affect the Value of Your
19 June 2024
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2024 State of Independent Insurance Agency Valuations – IA Valuations
30 May 2024
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The Resiliency of the Independent Insurance Agency System and How
09 May 2024
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Big-Picture Questions for Navigating Perpetuation: The Agency Perpetuation Process Part
24 April 2024
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Help! I’m Not Getting Profit-Sharing This Year. What Effect Will
11 April 2024
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Contingency Performance Trends
08 April 2024
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2024 Agency Tax Check-Up
07 March 2024
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Help! I’m Buying My Dad’s Insurance Agency and It Has
30 January 2024
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Help! I’m 65 and Want to Sell My Insurance Agency
22 January 2024
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Small Changes That Will Impact Value
19 January 2024
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New Year, New Opportunity to Focus on the Top 5
11 January 2024
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Are M&A Transactions Really Slowing Down?
04 December 2023
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Understanding Your Agency Value in the New Year
21 November 2023
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Challenges and Opportunities Owners Face When Selling an Agency
02 November 2023
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Is There an Optimal Age to Sell Your Insurance Agency?
01 November 2023
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The Five Factors that Have the Greatest Impact on Value
27 September 2023
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The Effect of the Hard Market on Agency Values
27 September 2023
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The Importance of a Strong Balance Sheet
18 September 2023
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The McKinsey Report – 10 Years Later… What Actually Happened
31 August 2023
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Understanding How Revenue Per Employee Affects Your Agency Valuation
28 August 2023
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Being in the Driver’s Seat
16 August 2023
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Narrowly- Vs. Broadly-Held Stock Ownership and the Impact on Agency
07 August 2023
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Red Flags that Weaken Agency Value
28 July 2023
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Has Your Agency Value Peaked?
06 July 2023
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5 Reasons to Use IA Valuations for an Insurance Agency
05 July 2023
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The Power of Using an Agency Valuation as a Business
16 June 2023
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Factors that Affect Agency Value – Growth
15 June 2023
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The 6 Steps to Sell Your Insurance Agency
14 June 2023
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Perpetuation Planning – The Sooner The Better
30 May 2023
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How Does Consolidation in the IA System Affect the Value
16 May 2023
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Planting the Seeds for Your Agency’s Future to Bloom
09 May 2023
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The Outsized Impact of Contingent Income
08 May 2023
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Reliance on Contingent Commissions for Profitability
25 April 2023
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Running an Efficient Agency in the Fast-Paced Insurance Industry
25 April 2023
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More than 30% of Insurance Agencies Lack Employment Agreements
10 April 2023
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The Missing Ingredient in Local Agency Acquisition Offers – Equity
20 March 2023
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What Are Best Practice Agencies Doing to Differentiate Themselves from
09 March 2023
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Is it Time for Your Annual Agency Tax Check Up?
09 March 2023
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Three Vital Agency Factors to Integrate Today!
09 March 2023
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How Local Agents Can Compete with Private Equity for Acquisition
21 February 2023
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What Impact Does Agency Ownership Age Have on Agency Performance
16 February 2023
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The Misperception About Agency Values and Private Equity Buyers
14 February 2023
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Five Things to Consider When Selling Your Agency
11 January 2023
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Using an Agency Valuation as a Roadmap for Growth
08 November 2022
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The Gap Between High and Low Performing Independent Insurance Agencies
01 November 2022
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Traditional Independent Agencies are Losing the M&A Game
01 September 2022
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