From Scratch to Success
How Frank Chan Created an Excellent Agency IA Valuations has been valuing independent insurance agencies for nearly a decade. From Palmer, Alaska to Quincy, Massachusetts, we’ve had the opportunity to evaluate the operations and financials of over 400 agencies across the country. Through this work, we have been identifying and qualifying the metrics that make…
Valuation Views 2026 Q2: Quarterly Marketplace Report
2025 Profit Sharing Improves by 50% over 2024 for the Independent Agent Industry As an agency professional, does it feel like you are starting to emerge from the chaos that was the hard market? The numbers would say that’s the case. In 2025, every revenue group experienced a decreased loss ratio from 2024, and every…
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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…