IA Valuations https://validator.w3.org/feed/docs/rss2.html Five Things to Consider When Selling Your Agency​ IA Valuations Blog Page Home To C-Corp or Not to C-Corp When Values Drive Value Challenges and Opportunities Owners Face When Selling an Agency 2024 State of Independent Insurance Agency Valuations Tax Implications and Guidelines for Independent Insurance Agencies – Part 1 Navigating Private Equity in the Independent Agent System: Strategic Insights for Agency Owners The Power of Preparation – How Asking for Help Can Drive Growth Independent Insurance Agencies and the Evolving M&A Landscape Passing the Torch: A Conversation on the Future of Insurance Agency Perpetuation The Valuation Rule of Thumb A Boutique Brokerage Built to Endure: The BlueStone Advisors Growth Story Catching Lightning in a Bottle in Small Town Ohio Is Now the Right Time to Transition Your Agency? 10 Critical Factors to Consider Minimizing the Risks of an Agency Acquisition: Lessons From Those Who Have Been There Private Equity in Insurance: What Independent Agencies Need to Know Small Changes That Will Impact Value Contingency Performance Trends The Resiliency of the Independent Insurance Agency System and How You Can Leverage It Three Ways Your Accounting Practices Affect the Value of Your Insurance Agency The Ins and Outs of EBITDA and How to Leverage It What is Private Equity in the Independent Agency System? The Camouflaged Contributor to Consolidation Available Internal Perpetuation Options: The Agency Perpetuation Process Part 2 Three Keys to an Internal Perpetuation How to Sell Your Insurance Agency 2025 Q1 Marketplace Report Benefits as a Tool to Recruit and Retain Talent in the IA System Understanding Your Agency Value in the New Year 2024 Agency Tax Check-Up Big-Picture Questions for Navigating Perpetuation: The Agency Perpetuation Process Part 1 Building Value Through Acquisition – A Case Study for Independent Insurance Agencies More than 30% of Insurance Agencies Lack Employment Agreements Reliance on Contingent Commissions for Profitability Traditional Independent Agencies are Losing the M&A Game Tax Implications and Guidelines for Independent Insurance Agencies – Part 2 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 The Gap Between High and Low Performing Independent Insurance Agencies is Wide and the Effects are Severe on Agency Valuations Building Value Through Talent Acquisition – A Case Study for Independent Insurance Agencies Is Investing Into AI Worth It?