The Long Game: Defining Investing in the Next Generation
For many independent agencies, growth and hiring can feel reactive; a producer retires, a key employee leaves, or an opportunity emerges that requires additional staff. Recruiting often becomes a response to a need rather than a deliberate strategy. The O’Neill Insurance Agency has taken a different approach. As a recipient of IA Valuations’ Excellent Agency…
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Valuation Views 2026 Q: Quarterly Marketplace Report
Agency Staffing Compensation and the Decisions Leaders Must Make This edition of Valuation Views examines agency staffing and compensation. An agency’s team is an important consideration in its valuation, and owners planning for growth can benefit from tracking key performance indicators related to staffing and employee costs. Across every agency revenue band, IA Valuations observed…
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Six Reasons to Complete a Valuation of Your Agency Annually
For many agency owners, the business is their largest financial asset, yet they often go years without understanding how their decisions are impacting its value. Revenue, profitability, retention, and growth are closely monitored, but agency value is often overlooked. A valuation provides more than a snapshot of what your agency is worth today; it offers…
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