IA Valuations https://validator.w3.org/feed/docs/rss2.html Home To C-Corp or Not to C-Corp Tax Implications and Guidelines for Independent Insurance Agencies – Part 1 Tax Implications and Guidelines for Independent Insurance Agencies – Part 2 The Valuation Rule of Thumb Benefits as a Tool to Recruit and Retain Talent in the IA System Understanding Your Agency Value in the New Year Small Changes That Will Impact Value 2024 Agency Tax Check-Up Big-Picture Questions for Navigating Perpetuation: The Agency Perpetuation Process Part 1 Available Internal Perpetuation Options: The Agency Perpetuation Process Part 2 More than 30% of Insurance Agencies Lack Employment Agreements Reliance on Contingent Commissions for Profitability The Outsized Impact of Contingent Income Perpetuation Planning – The Sooner The Better Narrowly- Vs. Broadly-Held Stock Ownership and the Impact on Agency Value Understanding How Revenue Per Employee Affects Your Agency Valuation The Importance of a Strong Balance Sheet The Effect of the Hard Market on Agency Values What Impact Does Agency Ownership Age Have on Agency Performance and Valuation? Is it Time for Your Annual Agency Tax Check Up? Using an Agency Valuation as a Roadmap for Growth Traditional Independent Agencies are Losing the M&A Game The Gap Between High and Low Performing Independent Insurance Agencies is Wide and the Effects are Severe on Agency Valuations Five Things to Consider When Selling Your Agency​ The Misperception About Agency Values and Private Equity Buyers How Local Agents Can Compete with Private Equity for Acquisition Opportunities The Missing Ingredient in Local Agency Acquisition Offers – Equity How Does Consolidation in the IA System Affect the Value of Your Agency? The 6 Steps to Sell Your Insurance Agency 5 Reasons to Use IA Valuations for an Insurance Agency Valuation Has Your Agency Value Peaked? The McKinsey Report – 10 Years Later… What Actually Happened Is There an Optimal Age to Sell Your Insurance Agency? New Year, New Opportunity to Focus on the Top 5 Areas that will Improve the Value of Your Agency Help! I’m 65 and Want to Sell My Insurance Agency Help! I’m Buying My Dad’s Insurance Agency and It Has Not Been Updated in 35 Years Help! I’m Not Getting Profit-Sharing This Year. What Effect Will It Have on My Agency Value? Help! Our Community Just Suffered a CAT, How Will This Affect My Agency Value? Navigating the Complexities of Insurance Agency Acquisitions: Insights from Industry Leaders How the Election Outcome will Impact Insurance Agency Values Help! A Key Carrier is Cancelling my Contract – How will it Affect my Agency Value? Help! I’m Getting a Divorce and My Ex Wants Half of the Value of My Agency. How Will It Affect My Agency Value, and What Should I Do Next? The Quiet Reason Many Agents are Selling Their Agencies The Independent Agency System Report Card – 2025 Evaluation Four Insurance Agency Valuations Trends to Watch in 2026 No Business Plan & No Growth Is the M&A Environment Good or Bad for Your Agency? You Only Have One Opportunity to Sell Your Agency. Is DIY the Best Idea? IA Valuations Blog Page