One of our key differentiators from your local accountant or advisor is that we understand the nuances and complexity of this business. We work in this specific marketplace day in and day out, so we are able to provide more insights. We are specialists on this singular topic: valuating independent insurance agencies. Our team of […]
When was the last time you had a valuation done for this agreement? What is the triggering mechanism for this agreement? Have you considered an annual valuation to ensure you have an up to date and accurate value for the agency? You could potentially be leaving hundreds of thousands of dollars on the table if […]
We will need the following information about your agency: financial information, employee data, ownership structure, and book of business account information. Our team will work with you or your accountant to collect this information and use it to help you further understand your business. We streamline this process as much as possible. We’ll send you […]
The cost varies based on several factors including: what state you operate in, the size of your agency, if you’re doing a new valuation vs. a renewal, or just looking for consulting services. We will consult with you to determine your exact cost based on the factors that apply to your agency. For the value […]
The best time to start planning was yesterday. If you’re not planning now, you’re already behind. Don’t let that scare you – if you haven’t started yet, the best time to start is now! There will always be a reason to put it off: you have other important business and personal things to attend to. […]
Yes, you actually do! Firstly: A valuation is not exclusively a tool to value your business prior to a sale. It’s a business planning tool. Of the agencies we’ve done a valuation for, the highest performing agencies use a valuation as an annual tool for year over year growth. Secondly: You don’t know when an […]
This way of thinking is actually industry folklore at this point – there are up to 25 factors that go into the equation to get the accurate value of your agency. IA Valuations takes these factors into account to give you a more accurate picture of your value and risk factors affecting your agency. You […]
How did you come up with this value and when was it last addressed? Do you know what external factors affect your valuation? What has your growth been like the past 3 years compared to the market? All of these above factors contribute to your actual value of your organization.