From Revenue Folklore to Real Value: Understanding EBITDA
One of the most common questions we receive from agency owners is, “Why does everyone keep talking about EBITDA?” Whether they are preparing for a valuation, considering a perpetuation plan, or simply trying to understand what drives agency value, many agency owners encounter EBITDA without fully understanding why it has become the industry’s preferred measuring…
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Investing in Producers: The Best Investment an Agency Can Make
When agency leaders talk about growth, the conversation often turns to acquisitions, carrier relationships, technology investments, or market opportunities. While those areas certainly matter, there is another investment that can have the best impact on an agency’s future value creation: developing a strong producer pipeline. A conversation between Mike Wagar and Melissa Hama-Wardle from Peoples Bank, Jarod Steed from IA Valuations, and Brian Lawrence from the…
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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…