IA Valuations Announces Strategic Partnership with HawkSoft

Partnership connects performance analytics with HawkSoft’s agency management system to deliver insights that help owners confidently plan for their future. CANBY, Ore., March 19, 2026 – Today, IA Valuations and HawkSoft are announcing a collaboration to help independent agency owners take control of their future with data-driven business insights. IA Valuations, a leading provider of…

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How Publicly Traded Brokers’ Values Impact Retail Agencies’ Values

Most independent agency owners don’t wake up thinking about Arthur J. Gallagher’s balance sheet or the private equity cost of capital. You’re thinking about renewals, staffing, carrier relationships, and whether the market will soften or harden. But here’s the truth: the valuations making headlines in the insurance brokerage world are quietly shaping what your agency…

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You Only Have One Opportunity to Sell Your Agency. Is DIY the Best Idea?

Insurance agents advise their clients every day on risk, protection, and long-term financial outcomes. Yet, when it comes time to sell their own agency, often the most valuable financial asset they will ever own, many owners choose a do-it-yourself (DIY) approach. That decision is not just inconsistent with the advice agents give their clients; it…

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