About Our Services

Valuation Services

In the fast-paced and ever-changing world of insurance, knowing the precise worth of your agency is essential. It is, after all, likely your largest financial asset. Our expert team is dedicated to providing you with the insights needed to make strategic decisions about your agency’s future. We will provide you with a professional, comprehensive, and unbiased understanding of your agency’s value, risk factors, and growth opportunities.

Agency Link

Agency Link connects buyers and sellers together to further the growth and strength of the IA system. With Agency Link, finding the right partners in a buy-sell arrangement is more than a transaction between two parties. For our team of advisors, it is about strengthening the IA system, preserving a legacy and growing another. It is about creating an efficient and effective process for buyers and sellers to find, vet and come together.

Consulting Services

The IA Valuations team is here to help you with any other problem your agency is facing. We provide tailored business consulting services designed to address the unique needs and challenges faced by independent insurance agents. Whether you’re seeking guidance for internal perpetuation, ownership transition, growth opportunities, M&A options, template documents, or more, IA Valuations is committed to serve your agency.

Ready to Get Started?

Ready to Get Started?


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