Category: Frequently Asked Questions

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 or your accountant a checklist with all of the information we’ll need to get your valuation done. We can also work incrementally if you don’t have all of this available at the start.

It should take only 4-5 hours to gather all of the information, and from that point we will help you operate more efficiently and effectively.

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